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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
9,597
shares
|
$901,734
0.4% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
9,591
shares
|
$901,170
0.01% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$896,660
0.11% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
9,533
shares
|
$895,720
0.03% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
9,521
shares
|
$894,593
0.05% of portfolio
|
Q3 2023
Added 6.08%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
9,515
shares
|
$894,029
0.14% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
9,512
shares
|
$893,747
0.56% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,506
shares
|
$893,183
0.09% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,503
shares
|
$892,901
0.41% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
9,466
shares
|
$889,425
0.0% of portfolio
|
Q3 2024
Reduced 99.36%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
9,458
shares
|
$888,673
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
9,444
shares
|
$887,358
0.16% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,434
shares
|
$886,418
3.37% of portfolio
|
Q3 2024
Reduced 75.87%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
9,398
shares
|
$883,036
0.39% of portfolio
|
Q3 2024
Reduced 42.68%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
9,374
shares
|
$880,781
0.07% of portfolio
|
Q3 2024
Added 277.83%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
9,363
shares
|
$879,747
0.02% of portfolio
|
Q4 2024
Added 51.46%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
9,342
shares
|
$877,774
0.06% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,280
shares
|
$871,948
0.13% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
9,251
shares
|
$869,223
0.16% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$866,687
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
9,213
shares
|
$865,653
0.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Truxt Investmentos Ltda.
|
Nov 04, 2024 Q3 2024 |
9,200
shares
|
$864,432
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,190
shares
|
$863,492
0.11% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
9,189
shares
|
$863,398
0.06% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
9,164
shares
|
$861,049
0.62% of portfolio
|
Q3 2024
Reduced 0.05%
|