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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,897
shares
|
$445,627
0.09% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
4,893
shares
|
$445,263
0.04% of portfolio
|
Q4 2024
Added 75.63%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
4,875
shares
|
$443,625
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,871
shares
|
$443,261
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
4,851
shares
|
$441,441
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$441,168
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
4,821
shares
|
$438,711
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,814
shares
|
$438,074
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,808
shares
|
$437,528
0.13% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,797
shares
|
$436,527
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Feb 03, 2025 Q4 2024 |
4,753
shares
|
$432,523
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,750
shares
|
$432,250
0.08% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,744
shares
|
$431,704
0.11% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,743
shares
|
$431,613
0.06% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
4,724
shares
|
$429,884
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
4,717
shares
|
$429,247
0.38% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
4,716
shares
|
$429,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
4,713
shares
|
$428,883
0.07% of portfolio
|
Q4 2024
Added 27.65%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,710
shares
|
$428,610
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,708
shares
|
$428,428
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,700
shares
|
$427,700
0.13% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
4,648
shares
|
$422,968
0.03% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
4,631
shares
|
$421,421
0.12% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,628
shares
|
$421,148
0.04% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$420,966
0.12% of portfolio
|
Q1 2023
New holding
|