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 2,038 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
42,321
shares
|
$3.98 Million
0.19% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
42,242
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
42,099
shares
|
$3.96 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
41,864
shares
|
$3.93 Million
0.09% of portfolio
|
Q3 2024
Added 509.2%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
41,739
shares
|
$3.92 Million
3.24% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
41,711
shares
|
$3.92 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
41,585
shares
|
$3.91 Million
1.04% of portfolio
|
Q4 2024
Reduced 26.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
41,279
shares
|
$3.88 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
41,059
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.85 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
40,966
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
40,823
shares
|
$3.84 Million
0.91% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
40,764
shares
|
$3.83 Million
1.28% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
40,727
shares
|
$3.83 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
39,731
shares
|
$3.73 Million
1.82% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
39,395
shares
|
$3.7 Million
2.54% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
39,375
shares
|
$3.7 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
39,151
shares
|
$3.68 Million
0.3% of portfolio
|
Q4 2024
Added 546.59%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,000
shares
|
$3.66 Million
1.65% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,988
shares
|
$3.66 Million
2.17% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
38,978
shares
|
$3.66 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
38,819
shares
|
$3.65 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
38,765
shares
|
$3.64 Million
3.83% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
38,447
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
38,118
shares
|
$3.58 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.82%
|