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 |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
3,557
shares
|
$324,789
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,545
shares
|
$323,693
0.01% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
3,542
shares
|
$323,420
0.06% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,537
shares
|
$322,963
0.08% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,536
shares
|
$322,872
0.02% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,517
shares
|
$321,137
0.18% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$320,863
0.05% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$318,306
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
3,465
shares
|
$316,389
0.01% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,440
shares
|
$314,106
0.24% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$312,919
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
3,425
shares
|
$312,736
0.11% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,424
shares
|
$312,645
0.12% of portfolio
|
Q3 2023
Added 13.23%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$311,367
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
3,401
shares
|
$310,545
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,400
shares
|
$310,454
0.04% of portfolio
|
Q4 2023
Added 13.33%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$310,454
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,399
shares
|
$310,362
0.07% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$309,814
0.09% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
3,392
shares
|
$309,723
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$309,358
0.14% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
3,386
shares
|
$309,175
0.1% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,382
shares
|
$308,810
0.2% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$307,897
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,355
shares
|
$306,345
0.1% of portfolio
|
Q3 2024
Reduced 2.22%
|