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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
11,276
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,183
shares
|
$1.01 Million
0.46% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
11,175
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 41.45%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
11,152
shares
|
$1 Million
1.12% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,147
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,116
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,115
shares
|
$1 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,095
shares
|
$998,993
0.09% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$996,742
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,066
shares
|
$996,382
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$996,112
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
11,044
shares
|
$994,401
0.02% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,937
shares
|
$984,767
0.02% of portfolio
|
Q4 2024
Added 208.52%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,921
shares
|
$983,326
0.19% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
10,908
shares
|
$982,156
0.4% of portfolio
|
Q4 2024
Reduced 76.98%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,906
shares
|
$981,976
0.19% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,884
shares
|
$979,995
0.19% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
10,805
shares
|
$972,882
0.52% of portfolio
|
Q4 2024
Added 148.11%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
10,775
shares
|
$970,181
0.25% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,750
shares
|
$967,930
0.87% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
10,746
shares
|
$967,569
0.32% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,695
shares
|
$962,977
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
10,682
shares
|
$961,807
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
10,559
shares
|
$950,732
0.16% of portfolio
|
Q3 2024
Reduced 4.33%
|