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 |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$223,800
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,447
shares
|
$223,435
0.13% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,432
shares
|
$222,065
0.04% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$222,065
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,419
shares
|
$220,878
0.08% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$220,057
0.04% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,405
shares
|
$219,600
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
2,400
shares
|
$219,144
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,394
shares
|
$218,596
0.14% of portfolio
|
Q3 2024
Reduced 42.81%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
2,391
shares
|
$218,322
0.05% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,386
shares
|
$217,865
0.04% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
2,385
shares
|
$217,774
0.04% of portfolio
|
Q3 2024
Added 454.65%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,380
shares
|
$217,317
0.11% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,379
shares
|
$217,226
0.02% of portfolio
|
Q3 2024
Added 875.0%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,379
shares
|
$217,226
0.1% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,373
shares
|
$216,678
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,355
shares
|
$215,035
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,352
shares
|
$214,761
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
2,350
shares
|
$214,578
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
2,349
shares
|
$214,487
0.1% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,348
shares
|
$214,395
0.07% of portfolio
|
Q2 2024
Added 9.46%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
2,345
shares
|
$214,121
0.1% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
2,344
shares
|
$214,030
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,340
shares
|
$213,665
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
2,338
shares
|
$213,482
0.0% of portfolio
|
Q2 2024
Added 629.98%
|