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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
14,372
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
14,350
shares
|
$1.26 Million
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
14,270
shares
|
$1.25 Million
0.87% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
14,127
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,112
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
14,096
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
14,090
shares
|
$1.23 Million
0.3% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
14,039
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2024
Reduced 25.65%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
14,033
shares
|
$1.23 Million
0.72% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,029
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 66.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,015
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
14,012
shares
|
$1.23 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.22 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
13,883
shares
|
$1.22 Million
0.23% of portfolio
|
Q4 2024
Added 1753.54%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
13,841
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
13,803
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
13,796
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,787
shares
|
$1.21 Million
1.36% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,738
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,736
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
13,707
shares
|
$1.2 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
13,684
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Added 97.4%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
13,574
shares
|
$1.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.72%
|