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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
6,090
shares
|
$539,330
0.02% of portfolio
|
Q4 2024
Reduced 43.0%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
6,082
shares
|
$538,621
0.04% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
6,080
shares
|
$538,444
0.1% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,057
shares
|
$536,407
0.05% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
6,055
shares
|
$536,230
0.05% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
6,002
shares
|
$531,537
0.06% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
6,000
shares
|
$531,360
0.01% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$531,360
0.06% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,985
shares
|
$530,031
0.03% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
5,975
shares
|
$529,146
0.05% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,959
shares
|
$527,729
0.25% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
5,957
shares
|
$527,551
0.01% of portfolio
|
Q4 2024
Added 385.49%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
5,902
shares
|
$522,681
0.1% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$522,681
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,880
shares
|
$520,732
0.38% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,880
shares
|
$520,732
0.11% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
5,862
shares
|
$519,138
0.07% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
5,846
shares
|
$517,721
0.12% of portfolio
|
Q4 2024
Added 47.25%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
5,835
shares
|
$516,747
0.05% of portfolio
|
Q4 2024
Reduced 92.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,812
shares
|
$514,710
0.03% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$513,116
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,786
shares
|
$512,408
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
5,785
shares
|
$512,319
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
5,777
shares
|
$511,611
0.15% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
5,775
shares
|
$511,434
0.19% of portfolio
|
Q4 2024
New holding
|