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 2,179 institutions that hold shares in the stock, with a total of 231 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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
92,712
shares
|
$8.58 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
92,655
shares
|
$8.57 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$8.53 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
90,375
shares
|
$8.36 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
90,139
shares
|
$8.34 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
90,057
shares
|
$8.33 Million
0.29% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
89,869
shares
|
$8.31 Million
0.25% of portfolio
|
Q4 2024
Reduced 45.83%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
89,652
shares
|
$8.29 Million
0.94% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
89,632
shares
|
$8.29 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
89,060
shares
|
$8.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
88,848
shares
|
$8.22 Million
0.37% of portfolio
|
Q4 2024
Reduced 44.64%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
87,838
shares
|
$8.13 Million
0.93% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
87,363
shares
|
$8.08 Million
0.01% of portfolio
|
Q3 2022
Added 57.94%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
87,344
shares
|
$8.08 Million
0.49% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
86,378
shares
|
$7.99 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
86,188
shares
|
$7.97 Million
0.03% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
86,056
shares
|
$7.96 Million
0.07% of portfolio
|
Q3 2024
Added 104.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
85,932
shares
|
$7.95 Million
0.27% of portfolio
|
Q4 2024
Added 139.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
85,543
shares
|
$7.91 Million
0.35% of portfolio
|
Q4 2024
Reduced 33.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
84,479
shares
|
$7.82 Million
0.11% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,446
shares
|
$7.81 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
84,048
shares
|
$7.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 76.03%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
83,432
shares
|
$7.72 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
83,000
shares
|
$7.68 Million
0.29% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
82,732
shares
|
$7.65 Million
1.29% of portfolio
|
Q3 2022
New holding
|