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 2,168 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
47,109
shares
|
$4.24 Million
0.06% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
47,067
shares
|
$4.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
46,857
shares
|
$4.22 Million
0.24% of portfolio
|
Q4 2024
Added 9271.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
46,770
shares
|
$4.21 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
46,234
shares
|
$4.16 Million
0.69% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
46,172
shares
|
$4.16 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
46,086
shares
|
$4.15 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
45,690
shares
|
$4.12 Million
0.03% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
45,607
shares
|
$4.11 Million
0.3% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
45,451
shares
|
$4.09 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
45,372
shares
|
$4.09 Million
7.06% of portfolio
|
Q4 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
45,327
shares
|
$4.08 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
45,209
shares
|
$4.07 Million
0.1% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
45,171
shares
|
$4.07 Million
2.26% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
44,957
shares
|
$4.05 Million
0.05% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
44,724
shares
|
$4.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$4.02 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
44,663
shares
|
$4.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
44,563
shares
|
$4.01 Million
0.27% of portfolio
|
Q4 2024
Added 20.26%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
44,420
shares
|
$4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$4 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
44,322
shares
|
$3.99 Million
0.08% of portfolio
|
Q4 2024
Added 82.46%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
44,221
shares
|
$3.98 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,062
shares
|
$3.97 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.83%
|