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 $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
629,946
shares
|
$58.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
599,963
shares
|
$55.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
595,248
shares
|
$55 Million
1.67% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
589,768
shares
|
$54.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
589,107
shares
|
$54.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
577,360
shares
|
$53.4 Million
1.13% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
564,511
shares
|
$52.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
559,998
shares
|
$51.8 Million
0.41% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
525,151
shares
|
$48.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
507,536
shares
|
$46.9 Million
0.06% of portfolio
|
Q4 2024
Added 265.82%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
502,486
shares
|
$46.4 Million
0.11% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
495,181
shares
|
$45.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
487,670
shares
|
$45.1 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
474,190
shares
|
$43.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
459,781
shares
|
$42.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 22.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
446,320
shares
|
$41.3 Million
0.97% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
443,592
shares
|
$41 Million
0.39% of portfolio
|
Q4 2024
Reduced 98.83%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
439,145
shares
|
$40.6 Million
0.6% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
436,605
shares
|
$40.4 Million
0.24% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
432,201
shares
|
$39.9 Million
0.23% of portfolio
|
Q4 2024
Added 108.81%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
431,667
shares
|
$39.9 Million
0.02% of portfolio
|
Q4 2024
Added 52.12%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
415,557
shares
|
$38.4 Million
0.75% of portfolio
|
Q4 2024
Reduced 54.81%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
403,939
shares
|
$37.3 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
392,435
shares
|
$36.3 Million
0.46% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$35.2 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|