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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,902
shares
|
$628,082
0.2% of portfolio
|
Q4 2024
Added 83.71%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
6,902
shares
|
$628,082
0.02% of portfolio
|
Q4 2024
Reduced 56.94%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$627,445
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,885
shares
|
$626,535
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,879
shares
|
$625,989
0.02% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
6,864
shares
|
$624,624
0.02% of portfolio
|
Q4 2024
Added 191.59%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
6,857
shares
|
$623,987
0.25% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
6,850
shares
|
$623,350
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
6,833
shares
|
$621,803
0.37% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
6,800
shares
|
$618,800
0.03% of portfolio
|
Q4 2024
Added 134.73%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
6,789
shares
|
$617,799
0.03% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
6,783
shares
|
$617,253
0.41% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
6,783
shares
|
$617,253
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,778
shares
|
$616,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$613,431
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,731
shares
|
$612,521
0.07% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
6,708
shares
|
$610,428
0.21% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
6,694
shares
|
$609,154
0.26% of portfolio
|
Q4 2024
Reduced 28.77%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,666
shares
|
$606,606
0.16% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,662
shares
|
$606,242
0.04% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$606,242
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
6,661
shares
|
$606,151
0.13% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
6,646
shares
|
$604,786
0.15% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
6,637
shares
|
$603,967
0.13% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
6,629
shares
|
$603,239
0.19% of portfolio
|
Q4 2024
New holding
|