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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,207,871
shares
|
$112 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,169,747
shares
|
$109 Million
0.14% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
1,143,693
shares
|
$106 Million
0.43% of portfolio
|
Q4 2024
Added 921.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
1,082,044
shares
|
$100 Million
0.01% of portfolio
|
Q4 2024
Added 40.01%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
1,057,760
shares
|
$98.2 Million
1.26% of portfolio
|
Q4 2024
Added 4627.84%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
1,038,767
shares
|
$96.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,031,964
shares
|
$95.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
1,027,074
shares
|
$95.4 Million
6.78% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,026,911
shares
|
$95.4 Million
0.7% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
939,133
shares
|
$87.2 Million
0.05% of portfolio
|
Q4 2024
Added 47.97%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
929,568
shares
|
$86.3 Million
0.13% of portfolio
|
Q4 2024
Added 98.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
915,183
shares
|
$85 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
839,638
shares
|
$78 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
798,369
shares
|
$74.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
788,363
shares
|
$73.2 Million
0.05% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
780,809
shares
|
$72.5 Million
1.56% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
762,453
shares
|
$70.8 Million
0.1% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
750,673
shares
|
$69.7 Million
0.01% of portfolio
|
Q4 2024
Added 245.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
745,246
shares
|
$69.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
711,606
shares
|
$66.1 Million
0.2% of portfolio
|
Q4 2024
Added 34.39%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
691,163
shares
|
$64.2 Million
4.93% of portfolio
|
Q4 2024
Added 174.07%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
677,309
shares
|
$62.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
666,888
shares
|
$61.9 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
664,557
shares
|
$61.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
663,916
shares
|
$61.7 Million
0.2% of portfolio
|
Q4 2024
Added 16.78%
|