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 2,076 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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
26,436
shares
|
$2.38 Million
0.81% of portfolio
|
Q4 2024
Added 135.28%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,426
shares
|
$2.38 Million
0.18% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
26,418
shares
|
$2.38 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
26,364
shares
|
$2.37 Million
0.35% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
26,320
shares
|
$2.37 Million
0.25% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
26,314
shares
|
$2.37 Million
1.34% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,183
shares
|
$2.36 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
26,179
shares
|
$2.36 Million
0.74% of portfolio
|
Q4 2024
Reduced 51.81%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
26,075
shares
|
$2.35 Million
0.33% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
26,044
shares
|
$2.35 Million
0.11% of portfolio
|
Q4 2024
Added 92.05%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
25,967
shares
|
$2.34 Million
0.3% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.34 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
25,950
shares
|
$2.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
25,931
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Added 189.21%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
25,795
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
25,723
shares
|
$2.32 Million
0.14% of portfolio
|
Q4 2024
Added 57.74%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.31 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
25,576
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
25,540
shares
|
$2.3 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
25,532
shares
|
$2.3 Million
1.12% of portfolio
|
Q3 2024
Reduced 28.53%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.3 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
25,350
shares
|
$2.28 Million
0.56% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
25,349
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
25,343
shares
|
$2.28 Million
1.31% of portfolio
|
Q3 2024
Reduced 6.84%
|