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 2,096 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,333
shares
|
$560,850
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
6,329
shares
|
$560,496
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,315
shares
|
$559,256
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,311
shares
|
$558,902
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
6,311
shares
|
$558,902
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,311
shares
|
$558,902
0.61% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$558,636
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,300
shares
|
$557,928
0.01% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,300
shares
|
$557,928
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,300
shares
|
$557,928
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$557,485
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,275
shares
|
$555,714
0.25% of portfolio
|
Q4 2024
Reduced 38.96%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
6,274
shares
|
$555,625
0.45% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
6,273
shares
|
$555,536
0.21% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,272
shares
|
$555,448
0.12% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
6,252
shares
|
$553,677
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
6,233
shares
|
$551,994
0.14% of portfolio
|
Q4 2024
Reduced 36.02%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,200
shares
|
$549,072
0.12% of portfolio
|
Q4 2024
Reduced 65.25%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
6,168
shares
|
$546,238
0.08% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
6,165
shares
|
$545,972
0.09% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
6,162
shares
|
$545,706
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,129
shares
|
$542,784
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
6,126
shares
|
$542,518
0.35% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,122
shares
|
$542,164
0.44% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
6,110
shares
|
$541,101
0.18% of portfolio
|
Q4 2024
Reduced 37.51%
|