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 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 |
|---|---|---|---|---|---|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
161,825
shares
|
$15 Million
4.06% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
159,810
shares
|
$14.8 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
159,212
shares
|
$14.7 Million
5.34% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
158,605
shares
|
$14.7 Million
0.13% of portfolio
|
Q4 2024
Added 21.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
157,484
shares
|
$14.6 Million
0.25% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
156,916
shares
|
$14.5 Million
0.1% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
155,956
shares
|
$14.4 Million
0.18% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
155,542
shares
|
$14.4 Million
1.01% of portfolio
|
Q4 2023
Reduced 40.08%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
154,908
shares
|
$14.3 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
154,464
shares
|
$14.3 Million
0.36% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
153,363
shares
|
$14.2 Million
0.06% of portfolio
|
Q4 2024
Added 125.36%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
152,429
shares
|
$14.1 Million
0.04% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
151,898
shares
|
$14 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
150,474
shares
|
$13.9 Million
0.52% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
147,364
shares
|
$13.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
145,456
shares
|
$13.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
144,346
shares
|
$13.3 Million
0.65% of portfolio
|
Q4 2024
Added 289.23%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
143,283
shares
|
$13.2 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
140,949
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
138,556
shares
|
$12.8 Million
0.22% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$12.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
137,780
shares
|
$12.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
137,780
shares
|
$12.7 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
137,372
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Added 9691.3%
|
|
|
Condire Management, LP
Dallas, TX |
Feb 14, 2025 Q4 2024 |
136,911
shares
|
$12.7 Million
2.14% of portfolio
|
Q4 2024
Reduced 86.34%
|