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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,568
shares
|
$750,899
0.07% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
8,564
shares
|
$750,548
0.12% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
8,532
shares
|
$747,744
0.01% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
8,531
shares
|
$747,656
0.01% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
8,502
shares
|
$745,115
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,495
shares
|
$744,501
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,495
shares
|
$744,501
0.19% of portfolio
|
Q4 2024
Added 49.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,457
shares
|
$741,171
0.06% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
8,446
shares
|
$740,207
0.05% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
8,425
shares
|
$738,367
0.07% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
8,386
shares
|
$734,949
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,372
shares
|
$733,722
0.06% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
8,359
shares
|
$732,582
0.06% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$731,005
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$731,005
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
8,299
shares
|
$727,324
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,296
shares
|
$727,061
0.24% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
8,294
shares
|
$726,886
0.18% of portfolio
|
Q1 2024
Reduced 68.04%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
8,271
shares
|
$724,870
0.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
8,259
shares
|
$723,818
0.06% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$722,416
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
8,156
shares
|
$714,791
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
8,137
shares
|
$713,126
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,126
shares
|
$712,162
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jan 28, 2025 Q4 2024 |
8,119
shares
|
$711,549
0.24% of portfolio
|
Q4 2024
Reduced 50.42%
|