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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
870
shares
|
$79,170
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
861
shares
|
$78,351
0.01% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
860
shares
|
$78,260
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
856
shares
|
$77,896
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
833
shares
|
$75,803
0.02% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
827
shares
|
$75,257
0.01% of portfolio
|
Q3 2023
Reduced 40.67%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
814
shares
|
$74,074
0.01% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
803
shares
|
$73,073
0.04% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
791
shares
|
$71,981
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
762
shares
|
$69,342
0.0% of portfolio
|
Q2 2022
Reduced 98.73%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
757
shares
|
$68,887
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
755
shares
|
$68,705
0.02% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
745
shares
|
$67,795
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
742
shares
|
$67,522
0.01% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
734
shares
|
$66,794
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
728
shares
|
$66,248
0.03% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
704
shares
|
$64,064
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
704
shares
|
$64,064
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
703
shares
|
$63,973
0.02% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
685
shares
|
$62,335
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
685
shares
|
$62,335
0.03% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
678
shares
|
$61,698
0.01% of portfolio
|
Q4 2024
Reduced 38.25%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
673
shares
|
$61,243
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
661
shares
|
$60,151
0.05% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
649
shares
|
$59,059
0.0% of portfolio
|
Q1 2024
Added 18.43%
|