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 2,178 institutions that hold shares in the stock, with a total of 232 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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
266,214
shares
|
$24.6 Million
0.66% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$24.3 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
257,581
shares
|
$23.8 Million
0.13% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
256,413
shares
|
$23.7 Million
1.62% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
254,868
shares
|
$23.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
253,828
shares
|
$23.5 Million
1.02% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
252,115
shares
|
$23.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 79.92%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
250,000
shares
|
$23.1 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
244,982
shares
|
$22.6 Million
0.19% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
242,388
shares
|
$22.4 Million
0.83% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
239,485
shares
|
$22.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
231,047
shares
|
$21.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
230,326
shares
|
$21.3 Million
0.43% of portfolio
|
Q4 2024
Added 5395.73%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
228,653
shares
|
$21.1 Million
0.95% of portfolio
|
Q4 2024
Added 29.0%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
227,386
shares
|
$21 Million
1.96% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
226,599
shares
|
$20.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
225,702
shares
|
$20.9 Million
0.04% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
221,825
shares
|
$20.5 Million
0.12% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
221,092
shares
|
$20.4 Million
0.01% of portfolio
|
Q4 2024
Added 253.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
214,687
shares
|
$19.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
212,824
shares
|
$19.7 Million
0.08% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
212,622
shares
|
$19.7 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
212,432
shares
|
$19.6 Million
0.23% of portfolio
|
Q4 2024
Added 73.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$19.6 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Feb 14, 2025 Q4 2024 |
211,000
shares
|
$19.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.16%
|