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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$509,600
0.05% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
5,600
shares
|
$509,600
0.0% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,593
shares
|
$508,963
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,587
shares
|
$508,417
0.05% of portfolio
|
Q2 2023
Reduced 10.49%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
5,585
shares
|
$508,235
0.16% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
5,584
shares
|
$508,144
0.12% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
5,576
shares
|
$507,416
0.19% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
5,569
shares
|
$506,779
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
5,566
shares
|
$506,506
0.03% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
5,565
shares
|
$506,415
0.19% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,550
shares
|
$505,050
0.03% of portfolio
|
Q4 2024
Added 73.65%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,546
shares
|
$504,686
0.28% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,504
shares
|
$500,864
0.11% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$500,500
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
5,495
shares
|
$500,045
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,490
shares
|
$499,590
0.25% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
5,485
shares
|
$499,135
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
5,478
shares
|
$498,498
0.24% of portfolio
|
Q4 2024
Added 26.63%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,461
shares
|
$496,951
0.07% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,446
shares
|
$495,586
0.1% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$495,040
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$492,674
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
5,408
shares
|
$492,128
0.3% of portfolio
|
Q4 2024
Reduced 72.18%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,380
shares
|
$489,580
0.04% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$489,398
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|