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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
28,082
shares
|
$2.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
28,069
shares
|
$2.46 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
27,993
shares
|
$2.45 Million
2.43% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
27,910
shares
|
$2.45 Million
1.59% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
27,712
shares
|
$2.43 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27,710
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
27,691
shares
|
$2.43 Million
1.07% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
27,554
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
27,459
shares
|
$2.41 Million
0.85% of portfolio
|
Q4 2024
Added 157.42%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
27,252
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
27,215
shares
|
$2.39 Million
0.18% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
27,163
shares
|
$2.38 Million
0.35% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
27,045
shares
|
$2.37 Million
0.83% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,982
shares
|
$2.36 Million
0.87% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,848
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
26,805
shares
|
$2.35 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
26,804
shares
|
$2.35 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
26,717
shares
|
$2.34 Million
0.64% of portfolio
|
Q4 2024
Added 72.16%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
26,694
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,630
shares
|
$2.33 Million
0.35% of portfolio
|
Q2 2023
Added 11478.26%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,487
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
26,460
shares
|
$2.32 Million
0.21% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
26,436
shares
|
$2.32 Million
0.81% of portfolio
|
Q4 2024
Added 135.28%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,426
shares
|
$2.32 Million
0.18% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
26,418
shares
|
$2.32 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.05%
|