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 |
|---|---|---|---|---|---|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
9,163
shares
|
$803,045
0.26% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,149
shares
|
$801,818
0.19% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,146
shares
|
$801,555
0.19% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
9,137
shares
|
$800,766
0.64% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$800,240
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,100
shares
|
$797,524
0.3% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,082
shares
|
$795,946
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
9,072
shares
|
$795,070
0.13% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
9,040
shares
|
$792,265
0.33% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,030
shares
|
$791,389
0.0% of portfolio
|
Q3 2024
Added 3320.45%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
8,997
shares
|
$788,497
0.23% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
8,950
shares
|
$784,378
0.28% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
8,913
shares
|
$781,135
0.28% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,905
shares
|
$780,434
0.12% of portfolio
|
Q4 2024
Reduced 35.69%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,891
shares
|
$779,207
0.06% of portfolio
|
Q4 2024
Reduced 26.27%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
8,878
shares
|
$778,067
0.58% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,874
shares
|
$777,717
0.06% of portfolio
|
Q4 2024
Reduced 83.58%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
8,856
shares
|
$776,139
0.57% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
8,839
shares
|
$774,649
0.37% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
8,763
shares
|
$767,989
0.36% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,679
shares
|
$760,627
0.23% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,674
shares
|
$760,189
0.11% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,662
shares
|
$759,137
0.05% of portfolio
|
Q3 2024
Added 263.49%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
8,635
shares
|
$756,771
0.86% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,599
shares
|
$753,616
0.06% of portfolio
|
Q4 2024
Added 0.22%
|