Institutional Ownership Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE). We have compiled data on the 2,076 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$742,199
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
8,156
shares
|
$734,366
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
8,137
shares
|
$732,655
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,126
shares
|
$731,665
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jan 28, 2025 Q4 2024 |
8,119
shares
|
$731,034
0.24% of portfolio
|
Q4 2024
Reduced 50.42%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
8,079
shares
|
$727,433
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
8,066
shares
|
$726,262
0.42% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
8,015
shares
|
$721,670
0.09% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
8,000
shares
|
$720,320
0.25% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
7,997
shares
|
$720,049
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
7,978
shares
|
$718,339
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,946
shares
|
$715,457
0.15% of portfolio
|
Q4 2024
Added 166.29%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,920
shares
|
$713,116
0.03% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
7,915
shares
|
$712,666
0.09% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,898
shares
|
$711,135
0.27% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$710,505
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
7,887
shares
|
$710,145
0.18% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,876
shares
|
$709,155
0.41% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
7,865
shares
|
$708,164
0.65% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,857
shares
|
$707,444
0.42% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
7,829
shares
|
$704,923
0.09% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
7,821
shares
|
$704,202
0.26% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,818
shares
|
$703,932
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,810
shares
|
$703,212
0.08% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
7,805
shares
|
$702,762
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|