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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,743
shares
|
$415,676
0.06% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,741
shares
|
$415,501
0.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
4,724
shares
|
$414,011
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,722
shares
|
$413,836
0.09% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,708
shares
|
$412,609
0.04% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,700
shares
|
$411,908
0.13% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
4,648
shares
|
$407,350
0.03% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,638
shares
|
$406,474
0.01% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,631
shares
|
$405,860
0.13% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$405,422
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
4,622
shares
|
$405,072
0.32% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
4,620
shares
|
$404,896
0.3% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,619
shares
|
$404,809
0.13% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
4,619
shares
|
$404,809
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,609
shares
|
$403,932
0.05% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
4,606
shares
|
$403,669
0.03% of portfolio
|
Q4 2024
Added 308.7%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
4,601
shares
|
$403,231
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
4,576
shares
|
$401,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$400,953
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
4,567
shares
|
$400,251
0.21% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$400,164
0.09% of portfolio
|
Q3 2024
Reduced 25.96%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
4,560
shares
|
$399,638
0.15% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
4,549
shares
|
$398,674
0.38% of portfolio
|
Q4 2024
Reduced 75.92%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
4,543
shares
|
$398,148
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,542
shares
|
$398,060
0.11% of portfolio
|
Q3 2024
Added 0.04%
|