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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
17,266
shares
|
$1.62 Million
0.74% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17,178
shares
|
$1.61 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
17,074
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
17,049
shares
|
$1.6 Million
0.31% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
17,046
shares
|
$1.6 Million
0.48% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.6 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
16,999
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
16,997
shares
|
$1.6 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
16,969
shares
|
$1.59 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
16,965
shares
|
$1.59 Million
0.23% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,952
shares
|
$1.59 Million
0.35% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
16,816
shares
|
$1.58 Million
0.89% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
16,711
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2024
Added 167.55%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
16,644
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
16,582
shares
|
$1.56 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
16,507
shares
|
$1.55 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
16,437
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
16,383
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Dec 09, 2024 Q3 2024 |
16,375
shares
|
$1.54 Million
0.5% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
16,327
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,325
shares
|
$1.53 Million
0.78% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,307
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,307
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 70.46%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,262
shares
|
$1.53 Million
0.24% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
16,260
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.53%
|