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 $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
11,918
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
11,912
shares
|
$1.02 Million
0.41% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
11,747
shares
|
$1.01 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
11,711
shares
|
$1 Million
0.37% of portfolio
|
Q4 2024
Reduced 31.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
11,711
shares
|
$1 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
11,692
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
11,670
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
11,658
shares
|
$999,090
0.07% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
11,641
shares
|
$997,633
0.03% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
11,546
shares
|
$989,492
0.37% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
11,488
shares
|
$984,521
0.19% of portfolio
|
Q4 2023
Reduced 29.71%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
11,485
shares
|
$984,264
0.1% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11,450
shares
|
$981,265
0.09% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
11,414
shares
|
$978,179
0.28% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,409
shares
|
$977,751
0.24% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
11,354
shares
|
$973,037
0.18% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
11,341
shares
|
$971,923
0.09% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
11,338
shares
|
$971,666
0.21% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$969,524
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
11,276
shares
|
$966,353
0.1% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
11,187
shares
|
$958,725
0.44% of portfolio
|
Q4 2024
Added 128.96%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,183
shares
|
$958,383
0.46% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
11,152
shares
|
$955,726
0.24% of portfolio
|
Q4 2024
New holding
|