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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,462
shares
|
$896,593
0.1% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,441
shares
|
$894,793
0.38% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
10,420
shares
|
$892,994
0.29% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,415
shares
|
$892,565
0.1% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
10,404
shares
|
$891,622
0.41% of portfolio
|
Q4 2024
Added 151.12%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
10,394
shares
|
$890,765
0.13% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
10,380
shares
|
$889,566
0.03% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,366
shares
|
$888,366
0.13% of portfolio
|
Q4 2024
Added 74.48%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
10,349
shares
|
$886,909
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
10,331
shares
|
$885,366
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,330
shares
|
$885,281
0.34% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$885,281
1.6% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,314
shares
|
$883,909
0.09% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
10,310
shares
|
$883,567
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
10,278
shares
|
$880,824
0.15% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$880,481
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
10,267
shares
|
$879,881
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
10,183
shares
|
$872,683
0.14% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$872,168
0.34% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
10,121
shares
|
$867,369
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$865,998
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
10,094
shares
|
$865,055
0.4% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
10,050
shares
|
$861,285
0.06% of portfolio
|
Q4 2024
Added 30.45%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,024
shares
|
$859,056
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
10,021
shares
|
$858,799
0.39% of portfolio
|
Q4 2024
Reduced 69.08%
|