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 |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
3,018
shares
|
$275,573
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
3,009
shares
|
$274,751
0.13% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
3,007
shares
|
$274,569
0.11% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,006
shares
|
$274,477
0.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
3,001
shares
|
$274,021
0.22% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$273,930
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,985
shares
|
$272,560
0.13% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,984
shares
|
$272,469
0.09% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,967
shares
|
$270,916
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
2,965
shares
|
$270,734
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$270,003
0.27% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
2,955
shares
|
$269,821
0.12% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$269,638
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,953
shares
|
$269,638
0.08% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,948
shares
|
$269,181
0.08% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,929
shares
|
$267,446
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,928
shares
|
$267,355
0.08% of portfolio
|
Q3 2024
Reduced 84.81%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,920
shares
|
$266,625
0.03% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,919
shares
|
$266,533
0.08% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,915
shares
|
$266,168
0.01% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$265,986
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,910
shares
|
$265,712
0.16% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
2,910
shares
|
$265,712
0.02% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,904
shares
|
$265,164
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,900
shares
|
$264,799
0.19% of portfolio
|
Q1 2024
Reduced 13.79%
|