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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,024
shares
|
$878,503
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
10,021
shares
|
$878,240
0.39% of portfolio
|
Q4 2024
Reduced 69.08%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
10,011
shares
|
$877,364
0.11% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$876,400
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$876,400
0.0% of portfolio
|
Q3 2024
Reduced 86.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
9,975
shares
|
$874,209
0.0% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
9,970
shares
|
$873,770
0.44% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
9,964
shares
|
$873,244
0.1% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$870,878
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,908
shares
|
$868,337
0.05% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
9,883
shares
|
$866,146
0.39% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
9,863
shares
|
$864,393
0.05% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,812
shares
|
$859,923
0.37% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
9,810
shares
|
$859,748
0.26% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,745
shares
|
$854,051
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,742
shares
|
$853,788
0.23% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
9,741
shares
|
$853,701
0.51% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
9,740
shares
|
$853,613
0.32% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9,726
shares
|
$852,386
0.22% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$852,299
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,710
shares
|
$850,984
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
9,710
shares
|
$850,984
0.32% of portfolio
|
Q1 2024
Reduced 5.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
9,706
shares
|
$850,633
0.07% of portfolio
|
Q4 2024
Reduced 14.84%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,645
shares
|
$845,287
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,544
shares
|
$836,436
0.29% of portfolio
|
Q4 2024
Reduced 0.58%
|