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 2,178 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 $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
40,273
shares
|
$3.61 Million
0.04% of portfolio
|
Q4 2024
Added 723.41%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
40,270
shares
|
$3.61 Million
1.75% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
40,204
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,066
shares
|
$3.6 Million
0.1% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
39,833
shares
|
$3.58 Million
1.9% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
39,794
shares
|
$3.57 Million
0.08% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
39,675
shares
|
$3.56 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
39,624
shares
|
$3.56 Million
2.43% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
39,621
shares
|
$3.56 Million
0.05% of portfolio
|
Q4 2024
Added 64.42%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
39,151
shares
|
$3.51 Million
0.3% of portfolio
|
Q4 2024
Added 546.59%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,988
shares
|
$3.5 Million
2.17% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
38,961
shares
|
$3.5 Million
0.88% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
38,819
shares
|
$3.48 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
38,765
shares
|
$3.48 Million
3.87% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
38,545
shares
|
$3.46 Million
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
38,028
shares
|
$3.41 Million
0.37% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
37,873
shares
|
$3.4 Million
0.05% of portfolio
|
Q4 2024
Added 39.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
37,794
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
37,793
shares
|
$3.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
37,724
shares
|
$3.39 Million
1.68% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
37,607
shares
|
$3.38 Million
0.49% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,500
shares
|
$3.37 Million
0.29% of portfolio
|
Q4 2020
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
37,336
shares
|
$3.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
37,224
shares
|
$3.34 Million
7.04% of portfolio
|
Q4 2023
New holding
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
37,201
shares
|
$3.34 Million
1.36% of portfolio
|
Q4 2024
Added 3.22%
|