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 2,172 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 $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
15,219
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
15,187
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
15,181
shares
|
$1.3 Million
0.31% of portfolio
|
Q4 2024
Added 31.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,174
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,136
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
15,136
shares
|
$1.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 54.84%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,006
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
14,976
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
14,948
shares
|
$1.28 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
14,910
shares
|
$1.28 Million
0.39% of portfolio
|
Q4 2024
Added 51.99%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
14,865
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
14,797
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
14,767
shares
|
$1.27 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
14,755
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
14,707
shares
|
$1.26 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
14,656
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
14,623
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
14,600
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 51.01%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
14,594
shares
|
$1.25 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,529
shares
|
$1.25 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
14,527
shares
|
$1.24 Million
0.39% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.24 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
14,488
shares
|
$1.24 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
14,429
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 59.63%
|