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 2,172 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,116
shares
|
$952,641
0.03% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
11,099
shares
|
$951,184
0.81% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,086
shares
|
$950,070
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$948,699
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,066
shares
|
$948,356
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$948,099
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
11,044
shares
|
$946,470
0.02% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,937
shares
|
$937,300
0.02% of portfolio
|
Q4 2024
Added 208.52%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,921
shares
|
$935,929
0.19% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
10,908
shares
|
$934,815
0.4% of portfolio
|
Q4 2024
Reduced 76.98%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
10,805
shares
|
$925,988
0.52% of portfolio
|
Q4 2024
Added 148.11%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
10,775
shares
|
$923,417
0.25% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
10,750
shares
|
$921,275
0.86% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
10,746
shares
|
$920,932
0.32% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
10,741
shares
|
$920,503
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
10,734
shares
|
$919,903
0.17% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,695
shares
|
$916,561
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$915,447
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
10,639
shares
|
$911,762
0.62% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
10,559
shares
|
$904,906
0.16% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
10,557
shares
|
$904,734
0.59% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
10,542
shares
|
$903,449
0.17% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
10,529
shares
|
$902,335
0.07% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
10,508
shares
|
$900,535
0.28% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
10,502
shares
|
$900,021
0.0% of portfolio
|
Q4 2024
Reduced 5.79%
|