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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
7,766
shares
|
$699,250
0.09% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,766
shares
|
$699,250
0.06% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
7,734
shares
|
$696,369
0.13% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,704
shares
|
$693,668
0.05% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,684
shares
|
$691,867
0.07% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
7,677
shares
|
$691,237
0.16% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
7,661
shares
|
$689,796
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
7,649
shares
|
$688,715
0.12% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
7,648
shares
|
$688,625
0.22% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$687,725
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
7,615
shares
|
$685,654
0.29% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$685,474
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
7,570
shares
|
$681,602
0.38% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,527
shares
|
$677,731
0.0% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,522
shares
|
$677,280
0.17% of portfolio
|
Q1 2024
Added 82.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$677,010
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
7,505
shares
|
$675,750
0.31% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
7,497
shares
|
$675,029
0.18% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$669,987
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,425
shares
|
$668,547
0.06% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,411
shares
|
$667,286
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
7,393
shares
|
$665,665
0.07% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
7,390
shares
|
$665,395
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,389
shares
|
$665,305
0.06% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$664,495
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|