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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,146
shares
|
$795,427
0.16% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$794,123
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,100
shares
|
$791,427
0.3% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,082
shares
|
$789,861
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
9,047
shares
|
$786,817
0.32% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
8,950
shares
|
$778,381
0.28% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,914
shares
|
$775,250
0.01% of portfolio
|
Q4 2024
Added 64.68%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
8,913
shares
|
$775,163
0.28% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
8,912
shares
|
$775,076
0.09% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,905
shares
|
$774,467
0.12% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,891
shares
|
$773,250
0.06% of portfolio
|
Q4 2024
Reduced 26.27%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
8,889
shares
|
$773,076
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
8,878
shares
|
$772,119
0.58% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
8,876
shares
|
$771,945
0.12% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,874
shares
|
$771,771
0.06% of portfolio
|
Q4 2024
Reduced 83.58%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
8,871
shares
|
$771,510
0.14% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
8,856
shares
|
$770,206
0.57% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
8,826
shares
|
$767,597
0.02% of portfolio
|
Q4 2024
Added 123.73%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
8,763
shares
|
$762,118
0.36% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,679
shares
|
$754,812
0.23% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
8,675
shares
|
$754,464
0.21% of portfolio
|
Q4 2024
Added 91.46%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,674
shares
|
$754,377
0.11% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
8,667
shares
|
$753,768
0.06% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,661
shares
|
$753,247
0.1% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,599
shares
|
$747,855
0.06% of portfolio
|
Q4 2024
Added 0.22%
|