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 2,180 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
102,565
shares
|
$9.48 Million
2.81% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
102,488
shares
|
$9.47 Million
0.15% of portfolio
|
Q4 2024
Added 42.83%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
101,873
shares
|
$9.42 Million
0.7% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
101,734
shares
|
$9.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
101,389
shares
|
$9.37 Million
0.24% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
100,053
shares
|
$9.25 Million
0.24% of portfolio
|
Q4 2024
Added 304.3%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
99,658
shares
|
$9.21 Million
0.52% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$9.18 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
99,094
shares
|
$9.16 Million
1.58% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
97,886
shares
|
$9.05 Million
1.45% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
97,606
shares
|
$9.02 Million
0.76% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$9.01 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
96,845
shares
|
$8.95 Million
3.47% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
95,983
shares
|
$8.87 Million
2.89% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
95,766
shares
|
$8.85 Million
0.32% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
95,261
shares
|
$8.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
95,197
shares
|
$8.8 Million
0.24% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
94,779
shares
|
$8.76 Million
0.44% of portfolio
|
Q4 2024
Added 115.35%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
94,340
shares
|
$8.72 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
94,323
shares
|
$8.72 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
94,269
shares
|
$8.71 Million
1.51% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
94,263
shares
|
$8.71 Million
0.19% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
93,819
shares
|
$8.67 Million
0.47% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
111 Capital
Paris, I0 |
Mar 18, 2025 Q4 2024 |
93,629
shares
|
$8.65 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
93,028
shares
|
$8.6 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.16%
|