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 2,096 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
7,505
shares
|
$664,642
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
|
$663,934
0.18% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$658,974
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,425
shares
|
$657,558
0.06% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,411
shares
|
$656,318
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
7,393
shares
|
$654,724
0.07% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,389
shares
|
$654,369
0.06% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$653,572
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
7,347
shares
|
$650,650
0.16% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
7,341
shares
|
$650,118
0.05% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
7,341
shares
|
$650,118
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,338
shares
|
$649,853
0.09% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,335
shares
|
$649,587
0.18% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,298
shares
|
$646,310
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
7,279
shares
|
$644,628
0.01% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
7,257
shares
|
$642,679
0.17% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$639,491
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,207
shares
|
$638,251
0.02% of portfolio
|
Q3 2024
Added 116.56%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,190
shares
|
$636,746
0.41% of portfolio
|
Q4 2024
Reduced 58.76%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
7,180
shares
|
$635,860
0.01% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
7,165
shares
|
$634,532
0.51% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
7,125
shares
|
$630,990
0.16% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
7,125
shares
|
$630,990
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
7,050
shares
|
$624,348
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$624,082
0.29% of portfolio
|
Q1 2023
Added 126.74%
|