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 2,179 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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
55,980
shares
|
$5.2 Million
1.67% of portfolio
|
Q2 2022
Reduced 26.25%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
55,971
shares
|
$5.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
55,956
shares
|
$5.2 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
55,939
shares
|
$5.2 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
55,869
shares
|
$5.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
55,834
shares
|
$5.19 Million
1.2% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
55,712
shares
|
$5.17 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
55,400
shares
|
$5.14 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
54,850
shares
|
$5.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
54,648
shares
|
$5.08 Million
2.14% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
54,619
shares
|
$5.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 37.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
54,395
shares
|
$5.05 Million
0.42% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
54,300
shares
|
$5.04 Million
0.88% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
54,022
shares
|
$5.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
54,009
shares
|
$5.02 Million
2.41% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
53,406
shares
|
$4.96 Million
0.95% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
53,363
shares
|
$4.96 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
52,972
shares
|
$4.92 Million
0.3% of portfolio
|
Q4 2024
Added 46.87%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
52,740
shares
|
$4.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
52,510
shares
|
$4.88 Million
0.11% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
52,422
shares
|
$4.87 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
52,180
shares
|
$4.85 Million
0.01% of portfolio
|
Q4 2024
Added 178.32%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
52,126
shares
|
$4.84 Million
0.09% of portfolio
|
Q4 2024
Added 82.77%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
51,948
shares
|
$4.82 Million
1.2% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,671
shares
|
$4.8 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.13%
|