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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
30,888
shares
|
$2.78 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
30,881
shares
|
$2.78 Million
1.36% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
30,869
shares
|
$2.78 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
30,824
shares
|
$2.78 Million
0.14% of portfolio
|
Q4 2024
Added 140.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
30,617
shares
|
$2.76 Million
0.42% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
30,484
shares
|
$2.75 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
30,484
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
30,287
shares
|
$2.73 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
30,248
shares
|
$2.72 Million
0.2% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,200
shares
|
$2.72 Million
4.14% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,167
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
30,114
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
30,020
shares
|
$2.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
29,920
shares
|
$2.69 Million
1.91% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
29,883
shares
|
$2.69 Million
0.09% of portfolio
|
Q4 2024
Added 60.29%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
29,882
shares
|
$2.69 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,862
shares
|
$2.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
29,820
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
29,804
shares
|
$2.68 Million
0.24% of portfolio
|
Q4 2024
Added 31.19%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
29,720
shares
|
$2.68 Million
0.27% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
29,699
shares
|
$2.67 Million
0.09% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
29,298
shares
|
$2.64 Million
1.83% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
29,122
shares
|
$2.62 Million
1.48% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
29,116
shares
|
$2.62 Million
2.18% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
29,086
shares
|
$2.62 Million
1.52% of portfolio
|
Q4 2024
Reduced 6.03%
|