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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
128,393
shares
|
$11.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 12.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
128,153
shares
|
$11.7 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
126,520
shares
|
$11.6 Million
0.88% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
124,764
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
124,342
shares
|
$11.4 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
123,488
shares
|
$11.3 Million
3.58% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
122,389
shares
|
$11.2 Million
0.21% of portfolio
|
Q3 2024
Added 205.82%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
120,929
shares
|
$11 Million
2.01% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
120,837
shares
|
$11 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
120,773
shares
|
$11 Million
1.24% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
120,744
shares
|
$11 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
120,037
shares
|
$11 Million
1.28% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
118,215
shares
|
$10.8 Million
1.57% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
118,018
shares
|
$10.8 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
117,719
shares
|
$10.7 Million
0.87% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
115,953
shares
|
$10.6 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
115,643
shares
|
$10.6 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
115,046
shares
|
$10.5 Million
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
113,993
shares
|
$10.4 Million
1.7% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$10.2 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
111,985
shares
|
$10.2 Million
4.59% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
111,963
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
110,894
shares
|
$10.1 Million
1.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
110,872
shares
|
$10.1 Million
0.1% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
109,477
shares
|
$10 Million
0.3% of portfolio
|
Q4 2024
Added 5.45%
|