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 2,174 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,920
shares
|
$167,865
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$166,816
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
1,905
shares
|
$166,554
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,900
shares
|
$166,117
0.15% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
1,882
shares
|
$164,543
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,879
shares
|
$164,280
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,877
shares
|
$164,106
0.0% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,871
shares
|
$163,581
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,842
shares
|
$161,046
0.04% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$159,996
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,724
shares
|
$150,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$149,855
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$148,631
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,676
shares
|
$146,532
0.0% of portfolio
|
Q1 2024
Added 32.18%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,653
shares
|
$144,521
0.07% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,643
shares
|
$143,647
0.02% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,633
shares
|
$142,773
0.04% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$142,073
0.06% of portfolio
|
Q1 2024
Added 170.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$141,461
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
1,608
shares
|
$140,587
0.07% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,523
shares
|
$133,155
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,520
shares
|
$132,893
0.04% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,518
shares
|
$132,718
0.02% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$131,145
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,499
shares
|
$131,057
0.01% of portfolio
|
Q4 2024
Added 95.44%
|