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 |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
8,578
shares
|
$746,028
0.36% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
8,571
shares
|
$745,419
0.21% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
8,564
shares
|
$744,811
0.12% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,538
shares
|
$742,549
0.24% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
8,532
shares
|
$742,028
0.01% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
8,531
shares
|
$741,941
0.01% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
8,509
shares
|
$740,027
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
8,502
shares
|
$739,418
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,495
shares
|
$738,810
0.19% of portfolio
|
Q4 2024
Added 49.51%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,453
shares
|
$735,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
8,446
shares
|
$734,548
0.05% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
8,425
shares
|
$732,722
0.07% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$730,113
0.06% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
8,390
shares
|
$729,678
0.0% of portfolio
|
Q4 2024
Added 30.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
8,386
shares
|
$729,330
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
8,359
shares
|
$726,982
0.06% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$725,416
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$725,416
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
8,334
shares
|
$724,807
0.33% of portfolio
|
Q4 2024
Added 39.86%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
8,294
shares
|
$721,329
0.17% of portfolio
|
Q1 2024
Reduced 68.04%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
8,284
shares
|
$720,459
0.06% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
8,271
shares
|
$719,328
0.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,254
shares
|
$717,850
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$716,893
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
8,213
shares
|
$714,284
0.57% of portfolio
|
Q4 2024
New holding
|