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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,372
shares
|
$408,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$407,666
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,350
shares
|
$406,638
0.21% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$406,264
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
4,326
shares
|
$404,394
0.19% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,308
shares
|
$402,711
0.13% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,306
shares
|
$402,524
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
4,284
shares
|
$400,468
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$400,281
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,280
shares
|
$400,094
0.04% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
4,260
shares
|
$398,224
0.25% of portfolio
|
Q1 2024
Added 30.67%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
4,230
shares
|
$395,420
0.05% of portfolio
|
Q3 2024
Reduced 70.22%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
4,209
shares
|
$393,457
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,207
shares
|
$393,270
0.18% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,205
shares
|
$393,083
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,191
shares
|
$391,774
0.04% of portfolio
|
Q3 2024
Added 54.65%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
4,187
shares
|
$391,400
0.11% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,172
shares
|
$389,998
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$389,905
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,156
shares
|
$388,502
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4,146
shares
|
$387,568
0.24% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,143
shares
|
$387,287
0.18% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,137
shares
|
$386,726
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,122
shares
|
$385,324
0.01% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,108
shares
|
$384,015
0.16% of portfolio
|
Q3 2024
Reduced 2.58%
|