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 2,183 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
30,824
shares
|
$2.85 Million
0.14% of portfolio
|
Q4 2024
Added 140.25%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
30,625
shares
|
$2.83 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
30,617
shares
|
$2.83 Million
0.42% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
30,552
shares
|
$2.82 Million
0.19% of portfolio
|
Q1 2025
Reduced 45.41%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
30,484
shares
|
$2.82 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
30,484
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
30,287
shares
|
$2.8 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
30,248
shares
|
$2.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,200
shares
|
$2.79 Million
4.14% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,167
shares
|
$2.79 Million
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
30,114
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
30,102
shares
|
$2.78 Million
1.82% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
30,087
shares
|
$2.78 Million
2.57% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
29,920
shares
|
$2.77 Million
1.91% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
29,911
shares
|
$2.76 Million
1.07% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
29,883
shares
|
$2.76 Million
0.09% of portfolio
|
Q4 2024
Added 60.29%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
29,882
shares
|
$2.76 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
29,870
shares
|
$2.76 Million
0.98% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,862
shares
|
$2.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
29,820
shares
|
$2.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
29,804
shares
|
$2.75 Million
0.24% of portfolio
|
Q4 2024
Added 31.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
29,802
shares
|
$2.75 Million
0.07% of portfolio
|
Q1 2025
Added 50.59%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
29,720
shares
|
$2.75 Million
0.27% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
29,699
shares
|
$2.75 Million
0.09% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
29,298
shares
|
$2.71 Million
1.83% of portfolio
|
Q4 2024
Reduced 4.59%
|