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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
28,873
shares
|
$2.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
28,847
shares
|
$2.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
28,823
shares
|
$2.6 Million
0.28% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
28,799
shares
|
$2.59 Million
0.15% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
28,779
shares
|
$2.59 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
28,707
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
28,643
shares
|
$2.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 46.86%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
28,562
shares
|
$2.57 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.57 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
28,276
shares
|
$2.55 Million
2.14% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
28,251
shares
|
$2.54 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
28,234
shares
|
$2.54 Million
0.16% of portfolio
|
Q4 2024
Added 72.93%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
28,082
shares
|
$2.53 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
27,993
shares
|
$2.52 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
27,910
shares
|
$2.51 Million
1.59% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
27,845
shares
|
$2.51 Million
0.25% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
27,822
shares
|
$2.51 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
27,712
shares
|
$2.5 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27,710
shares
|
$2.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
27,519
shares
|
$2.48 Million
0.17% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
27,490
shares
|
$2.48 Million
0.85% of portfolio
|
Q4 2024
Added 28.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
27,459
shares
|
$2.47 Million
0.85% of portfolio
|
Q4 2024
Added 157.42%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
27,296
shares
|
$2.46 Million
0.53% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
27,252
shares
|
$2.45 Million
0.23% of portfolio
|
Q2 2024
Added 0.48%
|