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 2,028 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
336
shares
|
$29,699
0.0% of portfolio
|
Q3 2024
Reduced 61.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$27,842
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
312
shares
|
$27,577
0.01% of portfolio
|
Q1 2024
Added 56.78%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
309
shares
|
$27,312
0.01% of portfolio
|
Q3 2024
Reduced 30.87%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
296
shares
|
$26,163
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
292
shares
|
$25,809
0.01% of portfolio
|
Q3 2024
Reduced 91.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
292
shares
|
$25,809
0.01% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
288
shares
|
$25,456
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
286
shares
|
$25,279
0.01% of portfolio
|
Q3 2024
Reduced 31.08%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
284
shares
|
$25,102
0.02% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
280
shares
|
$24,749
0.04% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
278
shares
|
$24,572
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
274
shares
|
$24,218
0.04% of portfolio
|
Q2 2024
Reduced 17.22%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
262
shares
|
$23,158
0.01% of portfolio
|
Q3 2024
Added 61.73%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
259
shares
|
$22,893
0.0% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
256
shares
|
$22,627
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
250
shares
|
$22,097
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
249
shares
|
$22,009
0.0% of portfolio
|
Q3 2024
Reduced 41.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
245
shares
|
$21,655
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
243
shares
|
$21,478
0.01% of portfolio
|
Q2 2024
Added 69.93%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
243
shares
|
$21,478
0.01% of portfolio
|
Q3 2024
Reduced 96.27%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
240
shares
|
$21,213
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
239
shares
|
$21,125
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
233
shares
|
$20,594
0.01% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
226
shares
|
$19,976
0.0% of portfolio
|
Q3 2024
Added 44.87%
|