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 |
|---|---|---|---|---|---|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$252,015
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,759
shares
|
$251,924
0.03% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,757
shares
|
$251,741
0.03% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$251,376
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
2,748
shares
|
$250,919
0.11% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,742
shares
|
$250,372
0.04% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
2,736
shares
|
$249,824
0.12% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,726
shares
|
$248,911
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
2,721
shares
|
$248,454
0.01% of portfolio
|
Q2 2024
Added 26.26%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,719
shares
|
$248,271
0.13% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,711
shares
|
$247,541
0.05% of portfolio
|
Q3 2024
Reduced 89.68%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$247,450
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,710
shares
|
$247,450
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,699
shares
|
$246,445
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,699
shares
|
$246,445
0.01% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,699
shares
|
$246,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,688
shares
|
$245,441
0.03% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
2,674
shares
|
$244,162
0.12% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,669
shares
|
$243,706
0.02% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$243,615
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,656
shares
|
$242,519
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,655
shares
|
$242,428
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
2,652
shares
|
$242,154
0.04% of portfolio
|
Q3 2024
Reduced 91.92%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,650
shares
|
$241,971
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,649
shares
|
$241,880
0.03% of portfolio
|
Q3 2024
Reduced 16.01%
|