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 |
|---|---|---|---|---|---|
|
Blue Door Asset Management, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
5,369
shares
|
$488,579
0.19% of portfolio
|
Q4 2024
Reduced 60.23%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,367
shares
|
$488,397
0.28% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
5,366
shares
|
$488,306
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,362
shares
|
$487,942
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,360
shares
|
$487,760
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
5,352
shares
|
$487,032
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
5,332
shares
|
$485,212
0.06% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
5,331
shares
|
$485,121
0.14% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
5,328
shares
|
$484,848
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
5,301
shares
|
$482,391
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,298
shares
|
$482,118
0.0% of portfolio
|
Q4 2024
Added 72.01%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
5,265
shares
|
$479,115
0.02% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5,258
shares
|
$478,478
0.06% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
5,243
shares
|
$477,113
0.13% of portfolio
|
Q4 2024
Added 5537.63%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
5,225
shares
|
$475,475
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
5,210
shares
|
$474,110
0.03% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
5,205
shares
|
$473,655
0.4% of portfolio
|
Q3 2024
Reduced 47.07%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,205
shares
|
$473,655
0.28% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
5,200
shares
|
$473,200
0.16% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
5,194
shares
|
$472,654
0.19% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,183
shares
|
$471,653
0.09% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$470,743
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
5,163
shares
|
$469,833
0.23% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
5,154
shares
|
$469,014
0.19% of portfolio
|
Q4 2024
Added 27.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,150
shares
|
$468,650
0.02% of portfolio
|
Q2 2024
Reduced 3.21%
|