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 |
---|---|---|---|---|---|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
6,902
shares
|
$621,456
0.02% of portfolio
|
Q4 2024
Reduced 56.94%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$620,825
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,879
shares
|
$619,385
0.02% of portfolio
|
Q4 2024
Added 29.99%
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
6,864
shares
|
$618,034
0.02% of portfolio
|
Q4 2024
Added 191.59%
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
6,850
shares
|
$616,774
0.54% of portfolio
|
Q4 2024
New holding
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
6,833
shares
|
$615,243
0.37% of portfolio
|
Q4 2024
Added 12.96%
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,817
shares
|
$613,802
0.05% of portfolio
|
Q3 2024
Added 6.5%
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
6,783
shares
|
$610,741
0.34% of portfolio
|
Q4 2024
New holding
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6,772
shares
|
$609,750
0.13% of portfolio
|
Q3 2024
Reduced 72.33%
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
6,755
shares
|
$608,220
0.25% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,731
shares
|
$606,059
0.07% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
6,728
shares
|
$605,789
0.23% of portfolio
|
Q3 2024
Added 5.06%
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
6,708
shares
|
$603,988
0.21% of portfolio
|
Q4 2024
Added 3.52%
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$603,988
0.42% of portfolio
|
Q3 2024
Added 12.68%
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
6,694
shares
|
$602,727
0.26% of portfolio
|
Q4 2024
Reduced 28.77%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,662
shares
|
$599,846
0.04% of portfolio
|
Q4 2024
Added 14.45%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$599,846
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
6,661
shares
|
$599,756
0.13% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
6,646
shares
|
$598,405
0.15% of portfolio
|
Q4 2024
Added 0.91%
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,637
shares
|
$597,595
0.14% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,555
shares
|
$590,212
0.09% of portfolio
|
Q4 2024
Added 20.12%
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,550
shares
|
$589,762
0.59% of portfolio
|
Q4 2024
Added 2.34%
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,523
shares
|
$587,330
0.04% of portfolio
|
Q3 2024
New holding
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$586,340
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$586,340
0.14% of portfolio
|
Q3 2024
Reduced 19.1%
|