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 2,179 institutions that hold shares in the stock, with a total of 231 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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$317,066
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
3,425
shares
|
$316,881
0.11% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,424
shares
|
$316,788
0.06% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,400
shares
|
$314,568
0.04% of portfolio
|
Q4 2023
Added 13.33%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$314,568
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
3,394
shares
|
$314,012
0.08% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$313,457
0.14% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
3,386
shares
|
$313,272
0.1% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,382
shares
|
$312,902
0.2% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$311,977
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,358
shares
|
$310,682
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,350
shares
|
$309,942
0.07% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,350
shares
|
$309,942
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
3,348
shares
|
$309,756
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
3,346
shares
|
$309,571
0.15% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,339
shares
|
$308,924
0.02% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,334
shares
|
$308,461
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,332
shares
|
$308,276
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,328
shares
|
$307,906
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,321
shares
|
$307,258
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,310
shares
|
$306,241
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
3,287
shares
|
$304,113
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,283
shares
|
$303,743
0.12% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,271
shares
|
$302,632
0.06% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,271
shares
|
$302,632
0.02% of portfolio
|
Q4 2024
Added 12.41%
|