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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
6,501
shares
|
$585,350
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
6,466
shares
|
$582,198
0.07% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
6,454
shares
|
$581,118
0.25% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,454
shares
|
$581,118
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
6,443
shares
|
$580,127
0.27% of portfolio
|
Q4 2024
Added 33.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,436
shares
|
$579,497
0.08% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
6,433
shares
|
$579,227
0.18% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
6,423
shares
|
$578,326
0.33% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
6,410
shares
|
$577,156
0.0% of portfolio
|
Q3 2024
Reduced 84.4%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,394
shares
|
$575,715
0.03% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
6,374
shares
|
$573,914
0.13% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
6,371
shares
|
$573,644
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,370
shares
|
$573,554
0.17% of portfolio
|
Q2 2024
Reduced 14.73%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
6,344
shares
|
$571,213
0.01% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
6,336
shares
|
$570,493
0.28% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,335
shares
|
$570,403
0.18% of portfolio
|
Q4 2024
Added 87.43%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,333
shares
|
$570,223
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,315
shares
|
$568,602
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,311
shares
|
$568,242
0.61% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$567,972
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,300
shares
|
$567,252
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,300
shares
|
$567,252
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$566,801
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,275
shares
|
$565,001
0.25% of portfolio
|
Q4 2024
Reduced 38.96%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
6,274
shares
|
$564,910
0.45% of portfolio
|
Q3 2024
Reduced 3.6%
|