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 2,178 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 $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
44,053
shares
|
$4.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
43,885
shares
|
$4.06 Million
0.4% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
43,692
shares
|
$4.04 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
43,661
shares
|
$4.04 Million
0.4% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$4.04 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
43,460
shares
|
$4.02 Million
1.43% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
43,205
shares
|
$3.99 Million
1.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
43,136
shares
|
$3.99 Million
0.08% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
42,321
shares
|
$3.91 Million
0.19% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
42,241
shares
|
$3.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
42,138
shares
|
$3.89 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
42,049
shares
|
$3.89 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
41,813
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
41,739
shares
|
$3.86 Million
3.24% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
41,585
shares
|
$3.84 Million
1.04% of portfolio
|
Q4 2024
Reduced 26.44%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
41,408
shares
|
$3.83 Million
0.81% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
41,059
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.79 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
40,999
shares
|
$3.79 Million
1.42% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
40,985
shares
|
$3.79 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
40,565
shares
|
$3.75 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
40,475
shares
|
$3.74 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
40,446
shares
|
$3.74 Million
1.22% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
40,422
shares
|
$3.74 Million
0.35% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
40,367
shares
|
$3.73 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.22%
|