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 |
|---|---|---|---|---|---|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
21,674
shares
|
$1.95 Million
0.77% of portfolio
|
Q4 2024
Added 109.76%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
21,612
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
21,462
shares
|
$1.93 Million
0.71% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$1.93 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
21,380
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
21,345
shares
|
$1.92 Million
0.23% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
21,298
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
21,184
shares
|
$1.91 Million
1.0% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
21,182
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
21,070
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.05%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
21,047
shares
|
$1.9 Million
1.33% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
21,045
shares
|
$1.89 Million
0.23% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
20,992
shares
|
$1.89 Million
0.61% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.88 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,758
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Added 60.37%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
20,712
shares
|
$1.86 Million
0.25% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,543
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2024
Added 286.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,515
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
20,487
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.84 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
20,352
shares
|
$1.83 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
20,335
shares
|
$1.83 Million
1.05% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
20,319
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
20,293
shares
|
$1.83 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.83 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|