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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
10,011
shares
|
$857,942
0.11% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$857,000
0.0% of portfolio
|
Q3 2024
Reduced 86.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
9,975
shares
|
$854,857
0.0% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,971
shares
|
$854,514
0.08% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
9,970
shares
|
$854,429
0.44% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
9,964
shares
|
$853,914
0.1% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
9,956
shares
|
$853,229
0.38% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
9,955
shares
|
$853,143
0.61% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$851,600
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,908
shares
|
$849,115
0.05% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
9,908
shares
|
$849,115
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
9,883
shares
|
$846,973
0.39% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
9,863
shares
|
$845,259
0.05% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
9,828
shares
|
$842,259
0.05% of portfolio
|
Q4 2024
Added 40.1%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
9,790
shares
|
$839,003
0.06% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
9,780
shares
|
$838,146
0.02% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
9,746
shares
|
$835,232
0.97% of portfolio
|
Q4 2024
Reduced 29.31%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
9,741
shares
|
$834,803
0.51% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
9,740
shares
|
$834,718
0.32% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9,726
shares
|
$833,518
0.22% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$833,432
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,710
shares
|
$832,147
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
9,710
shares
|
$832,147
0.32% of portfolio
|
Q1 2024
Reduced 5.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
9,706
shares
|
$831,804
0.07% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
9,694
shares
|
$830,775
0.01% of portfolio
|
Q4 2024
Reduced 39.6%
|