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 2,043 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
4,417
shares
|
$403,316
0.09% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,399
shares
|
$401,672
0.1% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$400,942
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,386
shares
|
$400,485
0.01% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
4,386
shares
|
$400,485
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,372
shares
|
$399,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$398,202
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,350
shares
|
$397,198
0.21% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$396,833
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
4,326
shares
|
$395,007
0.19% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,308
shares
|
$393,363
0.13% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,306
shares
|
$393,180
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
4,284
shares
|
$391,172
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$390,989
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,280
shares
|
$390,806
0.04% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
4,260
shares
|
$388,980
0.25% of portfolio
|
Q1 2024
Added 30.67%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
4,230
shares
|
$386,241
0.05% of portfolio
|
Q3 2024
Reduced 70.22%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
4,209
shares
|
$384,323
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,207
shares
|
$384,141
0.18% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,205
shares
|
$383,958
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,191
shares
|
$382,680
0.04% of portfolio
|
Q3 2024
Added 54.65%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
4,187
shares
|
$382,314
0.11% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,172
shares
|
$380,945
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$380,854
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,156
shares
|
$379,484
0.02% of portfolio
|
Q4 2024
New holding
|