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 2,043 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,848
shares
|
$351,360
0.08% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
3,818
shares
|
$348,621
0.08% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,803
shares
|
$347,251
0.19% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
3,787
shares
|
$345,790
0.03% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
3,783
shares
|
$345,425
0.07% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,777
shares
|
$344,877
0.03% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,775
shares
|
$344,695
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,774
shares
|
$344,603
0.02% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$343,508
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,742
shares
|
$341,682
0.18% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,734
shares
|
$340,951
0.21% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,725
shares
|
$340,129
0.07% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
3,720
shares
|
$339,673
0.21% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
3,703
shares
|
$338,120
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$337,390
0.13% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,692
shares
|
$337,116
0.05% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,672
shares
|
$335,290
0.09% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,671
shares
|
$335,199
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,671
shares
|
$335,199
0.03% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,655
shares
|
$333,738
0.04% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,653
shares
|
$333,555
0.22% of portfolio
|
Q4 2024
Added 29.58%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,634
shares
|
$331,820
0.08% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,564
shares
|
$325,428
0.11% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,561
shares
|
$325,154
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,559
shares
|
$324,972
0.01% of portfolio
|
Q3 2024
Reduced 16.46%
|