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 |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
208,775
shares
|
$19.3 Million
2.53% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
208,504
shares
|
$19.3 Million
2.94% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
202,086
shares
|
$18.7 Million
0.02% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
200,402
shares
|
$18.5 Million
1.89% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
193,508
shares
|
$17.9 Million
1.23% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$17.7 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|
|
|
Granger Management LLC
|
Jan 17, 2025 Q4 2024 |
190,773
shares
|
$17.6 Million
3.72% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
186,108
shares
|
$17.2 Million
0.79% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
185,837
shares
|
$17.2 Million
3.13% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
183,912
shares
|
$17 Million
6.48% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
183,821
shares
|
$17 Million
1.33% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
183,219
shares
|
$16.9 Million
0.46% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
181,982
shares
|
$16.8 Million
3.56% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
181,410
shares
|
$16.8 Million
0.23% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
180,365
shares
|
$16.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.97%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$16.6 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
178,489
shares
|
$16.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
178,166
shares
|
$16.5 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
175,503
shares
|
$16.2 Million
0.96% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
173,339
shares
|
$16 Million
2.75% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
170,726
shares
|
$15.8 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
170,505
shares
|
$15.8 Million
0.09% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
169,329
shares
|
$15.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
165,148
shares
|
$15.3 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
163,562
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|