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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
13,561
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
13,540
shares
|
$1.19 Million
0.51% of portfolio
|
Q3 2024
Reduced 69.62%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
13,502
shares
|
$1.18 Million
0.85% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
13,500
shares
|
$1.18 Million
0.9% of portfolio
|
Q3 2024
Reduced 62.81%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,478
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
13,446
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
13,430
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
13,382
shares
|
$1.17 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
13,367
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,343
shares
|
$1.17 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
13,323
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2024
Added 68.71%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
13,285
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,234
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
13,212
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
13,147
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
13,144
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,118
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
13,118
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
13,091
shares
|
$1.15 Million
0.5% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,046
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
13,017
shares
|
$1.14 Million
0.39% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,005
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
12,995
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
12,973
shares
|
$1.14 Million
0.2% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
12,963
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Added 10.67%
|