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 2,064 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
110,872
shares
|
$9.72 Million
0.1% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
109,477
shares
|
$9.59 Million
0.3% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
107,643
shares
|
$9.43 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
107,031
shares
|
$9.38 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
106,756
shares
|
$9.36 Million
2.84% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
105,638
shares
|
$9.26 Million
0.94% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
105,576
shares
|
$9.25 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
105,158
shares
|
$9.22 Million
0.47% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
104,932
shares
|
$9.2 Million
0.4% of portfolio
|
Q4 2024
Added 71.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
104,249
shares
|
$9.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
103,043
shares
|
$9.03 Million
3.51% of portfolio
|
Q1 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
102,934
shares
|
$9.02 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
102,800
shares
|
$9.01 Million
0.28% of portfolio
|
Q4 2023
Added 133.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
102,638
shares
|
$9 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.65%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
102,601
shares
|
$8.99 Million
3.06% of portfolio
|
Q1 2024
Reduced 12.87%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
101,662
shares
|
$8.91 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
101,187
shares
|
$8.87 Million
0.26% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
99,658
shares
|
$8.73 Million
0.52% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
99,511
shares
|
$8.72 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$8.71 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
99,094
shares
|
$8.68 Million
1.58% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
97,886
shares
|
$8.58 Million
1.45% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.54 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
96,845
shares
|
$8.49 Million
3.47% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
96,395
shares
|
$8.45 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.82%
|