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 |
|---|---|---|---|---|---|
|
Ehp Funds Inc.
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
69,300
shares
|
$6.41 Million
6.11% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
69,228
shares
|
$6.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
69,009
shares
|
$6.38 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
68,880
shares
|
$6.37 Million
0.23% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
68,818
shares
|
$6.37 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
67,838
shares
|
$6.28 Million
0.16% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
67,012
shares
|
$6.2 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.62%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
66,900
shares
|
$6.19 Million
2.3% of portfolio
|
Q3 2023
Added 31.57%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
66,845
shares
|
$6.18 Million
0.95% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
66,825
shares
|
$6.18 Million
0.01% of portfolio
|
Q4 2024
Added 640.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
66,458
shares
|
$6.15 Million
0.1% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
66,278
shares
|
$6.13 Million
2.01% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
66,119
shares
|
$6.12 Million
0.83% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
64,809
shares
|
$6 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.26%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
64,790
shares
|
$5.99 Million
3.41% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
64,770
shares
|
$5.99 Million
0.22% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
64,755
shares
|
$5.99 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
64,060
shares
|
$5.93 Million
0.55% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
63,175
shares
|
$5.84 Million
1.02% of portfolio
|
Q1 2023
Reduced 1.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,909
shares
|
$5.82 Million
1.43% of portfolio
|
Q1 2024
Added 12.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
62,612
shares
|
$5.79 Million
0.13% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
62,326
shares
|
$5.77 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
61,918
shares
|
$5.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
61,874
shares
|
$5.72 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
61,660
shares
|
$5.7 Million
0.05% of portfolio
|
Q4 2024
Added 389.33%
|