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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
6,090
shares
|
$554,190
0.02% of portfolio
|
Q4 2024
Reduced 43.0%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
6,082
shares
|
$553,462
0.04% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,080
shares
|
$553,280
0.1% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
6,070
shares
|
$552,370
0.07% of portfolio
|
Q4 2024
Reduced 45.68%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
6,055
shares
|
$551,005
0.05% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,034
shares
|
$549,094
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
6,023
shares
|
$548,093
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
6,000
shares
|
$546,000
0.01% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$546,000
0.27% of portfolio
|
Q4 2024
Added 40.85%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
5,982
shares
|
$544,362
0.02% of portfolio
|
Q4 2024
Reduced 26.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
5,975
shares
|
$543,725
0.05% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
5,972
shares
|
$543,452
0.02% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
5,957
shares
|
$542,087
0.01% of portfolio
|
Q4 2024
Added 385.49%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,956
shares
|
$541,996
0.01% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,945
shares
|
$540,995
0.3% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
5,937
shares
|
$540,267
0.27% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
5,925
shares
|
$539,175
0.13% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
5,905
shares
|
$537,355
0.02% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
5,902
shares
|
$537,082
0.1% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$537,082
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,880
shares
|
$535,080
0.38% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,880
shares
|
$535,080
0.11% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
5,862
shares
|
$533,442
0.07% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
5,855
shares
|
$532,805
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
5,846
shares
|
$531,986
0.12% of portfolio
|
Q4 2024
Added 47.25%
|