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 231 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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
61,660
shares
|
$5.72 Million
0.05% of portfolio
|
Q4 2024
Added 389.33%
|
|
|
Menlo Advisors LLC
|
Feb 06, 2025 Q4 2024 |
61,575
shares
|
$5.72 Million
2.69% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
61,377
shares
|
$5.7 Million
0.29% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
61,357
shares
|
$5.7 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
61,224
shares
|
$5.68 Million
2.91% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
60,968
shares
|
$5.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
60,159
shares
|
$5.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
59,858
shares
|
$5.56 Million
0.64% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
59,616
shares
|
$5.53 Million
0.28% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
59,600
shares
|
$5.53 Million
0.06% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
59,555
shares
|
$5.53 Million
2.24% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,288
shares
|
$5.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
58,473
shares
|
$5.43 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
58,348
shares
|
$5.42 Million
1.15% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
58,314
shares
|
$5.41 Million
2.29% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
58,034
shares
|
$5.39 Million
0.6% of portfolio
|
Q4 2024
Reduced 42.91%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
57,486
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 1156.25%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
57,464
shares
|
$5.33 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
57,337
shares
|
$5.32 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
57,026
shares
|
$5.29 Million
0.12% of portfolio
|
Q4 2024
Added 103.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
56,793
shares
|
$5.27 Million
0.16% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
56,592
shares
|
$5.25 Million
0.17% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
56,585
shares
|
$5.25 Million
0.15% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
56,301
shares
|
$5.23 Million
0.87% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
56,134
shares
|
$5.21 Million
0.67% of portfolio
|
Q4 2024
Added 3.0%
|