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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,307
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Reduced 70.46%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,262
shares
|
$1.43 Million
0.24% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
16,260
shares
|
$1.43 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
16,245
shares
|
$1.42 Million
0.97% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,164
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
16,148
shares
|
$1.42 Million
0.44% of portfolio
|
Q4 2024
Added 114.85%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
16,114
shares
|
$1.41 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,091
shares
|
$1.41 Million
0.29% of portfolio
|
Q3 2024
Added 142.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
16,058
shares
|
$1.41 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
16,049
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 43.73%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.4 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.4 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
15,963
shares
|
$1.4 Million
0.22% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
15,944
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,922
shares
|
$1.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
15,801
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,450
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.35 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
15,440
shares
|
$1.35 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
15,261
shares
|
$1.34 Million
0.9% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
15,219
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,174
shares
|
$1.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
15,066
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,054
shares
|
$1.32 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.66%
|