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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
134,335
shares
|
$12.4 Million
1.73% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
133,749
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.29%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$12.3 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
132,911
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
132,000
shares
|
$12.2 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
131,830
shares
|
$12.2 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$12.1 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
130,826
shares
|
$12.1 Million
0.04% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
130,813
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
130,054
shares
|
$12 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
129,809
shares
|
$12 Million
0.4% of portfolio
|
Q4 2024
Reduced 38.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
129,797
shares
|
$12 Million
0.89% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
129,482
shares
|
$12 Million
0.05% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
127,095
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 62.18%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
126,769
shares
|
$11.7 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
126,755
shares
|
$11.7 Million
3.38% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
124,342
shares
|
$11.5 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
122,543
shares
|
$11.3 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
120,773
shares
|
$11.2 Million
1.24% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
118,497
shares
|
$11 Million
0.39% of portfolio
|
Q4 2024
Added 71.99%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
118,215
shares
|
$10.9 Million
1.57% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
117,719
shares
|
$10.9 Million
0.7% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
117,551
shares
|
$10.9 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
115,046
shares
|
$10.6 Million
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
114,560
shares
|
$10.6 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.2%
|