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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
19,794
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
19,779
shares
|
$1.73 Million
1.32% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
19,702
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
19,665
shares
|
$1.72 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,629
shares
|
$1.72 Million
0.09% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
19,552
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.71 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
19,490
shares
|
$1.71 Million
0.88% of portfolio
|
Q3 2024
Added 255.66%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,434
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
19,417
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
19,408
shares
|
$1.7 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
19,407
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
19,379
shares
|
$1.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
19,376
shares
|
$1.7 Million
0.73% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
19,281
shares
|
$1.69 Million
1.32% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
19,242
shares
|
$1.69 Million
1.37% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
19,234
shares
|
$1.69 Million
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.68 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
19,143
shares
|
$1.68 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.67 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,050
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.65 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
18,748
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 96.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,704
shares
|
$1.64 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,692
shares
|
$1.64 Million
0.24% of portfolio
|
Q2 2024
Added 41.62%
|