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 234 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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
5,368
shares
|
$504,377
0.34% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,367
shares
|
$504,283
0.28% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,336
shares
|
$501,370
0.04% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
5,328
shares
|
$500,618
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,326
shares
|
$500,430
0.14% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,305
shares
|
$498,457
0.01% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,302
shares
|
$498,175
0.04% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
5,301
shares
|
$498,081
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,278
shares
|
$495,920
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,257
shares
|
$493,947
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,241
shares
|
$492,444
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
5,210
shares
|
$489,531
0.03% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
5,205
shares
|
$489,061
0.4% of portfolio
|
Q3 2024
Reduced 47.07%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,205
shares
|
$489,061
0.28% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,183
shares
|
$486,994
0.09% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$486,055
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,154
shares
|
$484,269
0.19% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,150
shares
|
$483,893
0.02% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,136
shares
|
$482,578
0.03% of portfolio
|
Q3 2024
Reduced 23.84%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,122
shares
|
$481,263
0.22% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
5,121
shares
|
$481,169
0.23% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,116
shares
|
$480,699
0.0% of portfolio
|
Q3 2024
Reduced 98.58%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$480,323
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$479,759
0.11% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
5,102
shares
|
$479,383
0.11% of portfolio
|
Q3 2024
Added 16.19%
|