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 |
|---|---|---|---|---|---|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
5,565
shares
|
$487,716
0.19% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,550
shares
|
$486,402
0.03% of portfolio
|
Q4 2024
Added 73.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,504
shares
|
$482,370
0.11% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,500
shares
|
$482,020
0.18% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,500
shares
|
$482,020
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
5,495
shares
|
$481,581
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,490
shares
|
$481,143
0.25% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,483
shares
|
$480,530
0.02% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
5,478
shares
|
$480,091
0.24% of portfolio
|
Q4 2024
Added 26.63%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
5,475
shares
|
$479,829
0.17% of portfolio
|
Q2 2024
Added 22.35%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
5,467
shares
|
$479,127
0.25% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,461
shares
|
$478,602
0.07% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,446
shares
|
$477,287
0.1% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$476,761
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,416
shares
|
$474,658
0.0% of portfolio
|
Q3 2024
Reduced 95.36%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$474,482
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$474,395
0.01% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
5,408
shares
|
$473,957
0.3% of portfolio
|
Q4 2024
Reduced 72.18%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,380
shares
|
$471,503
0.04% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$471,327
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,367
shares
|
$470,363
0.28% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,360
shares
|
$469,750
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,336
shares
|
$467,647
0.04% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
5,332
shares
|
$467,296
0.06% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
5,331
shares
|
$467,208
0.14% of portfolio
|
Q4 2024
Reduced 1.2%
|