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 2,179 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 $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,085
shares
|
$190,443
0.03% of portfolio
|
Q2 2024
Added 883.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$187,703
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,055
shares
|
$187,703
0.02% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,014
shares
|
$183,958
0.01% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,979
shares
|
$180,761
0.0% of portfolio
|
Q4 2024
Reduced 80.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,973
shares
|
$180,213
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,924
shares
|
$175,738
0.02% of portfolio
|
Q3 2024
Added 390.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,920
shares
|
$175,372
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$174,276
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
1,905
shares
|
$174,002
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,900
shares
|
$173,546
0.15% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
1,882
shares
|
$171,901
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
|
$171,627
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,877
shares
|
$171,445
0.0% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,871
shares
|
$170,897
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,842
shares
|
$168,248
0.04% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$167,152
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,724
shares
|
$157,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$156,556
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$155,278
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,676
shares
|
$153,085
0.0% of portfolio
|
Q1 2024
Added 32.18%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,653
shares
|
$150,985
0.07% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,643
shares
|
$150,071
0.02% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,633
shares
|
$149,158
0.04% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$148,427
0.06% of portfolio
|
Q1 2024
Added 170.83%
|