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 $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
82,732
shares
|
$7.56 Million
1.29% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
82,292
shares
|
$7.52 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
82,038
shares
|
$7.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
81,932
shares
|
$7.48 Million
0.11% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
81,077
shares
|
$7.41 Million
4.27% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80,894
shares
|
$7.39 Million
0.25% of portfolio
|
Q2 2020
Added 147.31%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
80,667
shares
|
$7.37 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
80,575
shares
|
$7.36 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
80,374
shares
|
$7.34 Million
0.85% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
80,335
shares
|
$7.34 Million
0.03% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
80,317
shares
|
$7.34 Million
0.69% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
80,276
shares
|
$7.33 Million
3.63% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
80,254
shares
|
$7.33 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
80,057
shares
|
$7.31 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
79,453
shares
|
$7.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
79,000
shares
|
$7.22 Million
0.75% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
78,783
shares
|
$7.2 Million
0.16% of portfolio
|
Q4 2024
Added 78.94%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
78,648
shares
|
$7.18 Million
1.39% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
78,523
shares
|
$7.17 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
78,095
shares
|
$7.13 Million
0.42% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
77,450
shares
|
$7.07 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
77,369
shares
|
$7.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
77,342
shares
|
$7.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
77,267
shares
|
$7.06 Million
4.39% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
77,026
shares
|
$7.04 Million
3.11% of portfolio
|
Q4 2024
Reduced -0.0%
|