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 |
|---|---|---|---|---|---|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
76,510
shares
|
$7.08 Million
0.83% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
76,262
shares
|
$7.06 Million
4.37% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
76,093
shares
|
$7.04 Million
0.22% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
76,085
shares
|
$7.04 Million
0.07% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
75,276
shares
|
$6.96 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
75,167
shares
|
$6.95 Million
0.04% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
74,646
shares
|
$6.91 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
74,144
shares
|
$6.86 Million
0.31% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
74,038
shares
|
$6.85 Million
1.54% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
73,796
shares
|
$6.83 Million
2.96% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
73,585
shares
|
$6.81 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
73,320
shares
|
$6.78 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
73,276
shares
|
$6.78 Million
1.76% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
73,128
shares
|
$6.77 Million
3.64% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
73,000
shares
|
$6.75 Million
2.07% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
72,653
shares
|
$6.72 Million
0.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
72,550
shares
|
$6.71 Million
0.45% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
72,311
shares
|
$6.69 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
71,160
shares
|
$6.58 Million
1.13% of portfolio
|
Q1 2024
Reduced 59.65%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
70,571
shares
|
$6.53 Million
0.38% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$6.49 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
70,130
shares
|
$6.49 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
69,979
shares
|
$6.47 Million
0.17% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
69,824
shares
|
$6.46 Million
1.96% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
69,418
shares
|
$6.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 21.37%
|