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 2,180 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 $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,713
shares
|
$251,847
0.05% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$251,569
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,704
shares
|
$251,012
0.03% of portfolio
|
Q4 2024
Reduced 38.15%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$250,641
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,699
shares
|
$250,548
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,699
shares
|
$250,548
0.01% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,699
shares
|
$250,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
2,683
shares
|
$249,062
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
2,674
shares
|
$248,227
0.12% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,668
shares
|
$247,670
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$247,670
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
2,662
shares
|
$247,113
0.03% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,658
shares
|
$246,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,655
shares
|
$246,463
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
2,650
shares
|
$245,999
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,650
shares
|
$245,999
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,650
shares
|
$245,999
0.12% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
2,650
shares
|
$245,999
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
2,649
shares
|
$245,906
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,636
shares
|
$244,699
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
2,635
shares
|
$244,607
0.08% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,631
shares
|
$244,235
0.01% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,627
shares
|
$243,864
0.07% of portfolio
|
Q1 2024
Reduced 62.78%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$242,750
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
2,612
shares
|
$242,471
0.13% of portfolio
|
Q4 2024
Reduced 3.26%
|