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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$574,028
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,300
shares
|
$573,300
0.01% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,300
shares
|
$573,300
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,300
shares
|
$573,300
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
6,300
shares
|
$573,300
0.1% of portfolio
|
Q4 2024
Added 48.94%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$572,845
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,275
shares
|
$571,025
0.25% of portfolio
|
Q4 2024
Reduced 38.96%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
6,274
shares
|
$570,934
0.44% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
6,273
shares
|
$570,843
0.21% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,272
shares
|
$570,752
0.12% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
6,252
shares
|
$568,932
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
6,236
shares
|
$567,476
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
6,233
shares
|
$567,203
0.14% of portfolio
|
Q4 2024
Reduced 36.02%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,200
shares
|
$564,200
0.12% of portfolio
|
Q4 2024
Reduced 65.25%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
6,165
shares
|
$561,015
0.09% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
6,162
shares
|
$560,742
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,151
shares
|
$559,741
0.14% of portfolio
|
Q4 2024
Added 158.55%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,134
shares
|
$558,194
0.11% of portfolio
|
Q4 2024
Added 34.34%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
6,131
shares
|
$557,921
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,129
shares
|
$557,739
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
6,126
shares
|
$557,466
0.32% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,122
shares
|
$557,102
0.44% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
6,110
shares
|
$556,010
0.18% of portfolio
|
Q4 2024
Reduced 37.51%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,110
shares
|
$556,010
0.02% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,105
shares
|
$555,555
0.16% of portfolio
|
Q3 2024
Reduced 4.28%
|