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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,645
shares
|
$838,825
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
9,592
shares
|
$834,216
0.38% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,544
shares
|
$830,041
0.29% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$829,954
0.11% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
9,521
shares
|
$828,041
0.05% of portfolio
|
Q3 2023
Added 6.08%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
9,515
shares
|
$827,519
0.14% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
9,512
shares
|
$827,258
0.53% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
9,458
shares
|
$822,562
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$821,344
3.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
9,374
shares
|
$815,256
0.53% of portfolio
|
Q4 2024
Reduced 24.27%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
9,363
shares
|
$814,300
0.02% of portfolio
|
Q4 2024
Added 51.46%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
9,362
shares
|
$814,213
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
9,357
shares
|
$813,778
0.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
9,344
shares
|
$812,647
0.39% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,283
shares
|
$807,342
0.31% of portfolio
|
Q4 2022
Added 15.23%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
9,253
shares
|
$804,733
0.37% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
9,251
shares
|
$804,559
0.16% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
9,226
shares
|
$802,385
0.53% of portfolio
|
Q4 2024
Reduced 73.2%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$802,211
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
9,173
shares
|
$797,775
0.13% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
9,172
shares
|
$797,688
0.06% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
9,163
shares
|
$796,906
0.26% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
9,161
shares
|
$796,732
0.37% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
9,158
shares
|
$796,471
0.08% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
9,146
shares
|
$795,427
0.19% of portfolio
|
Q4 2024
Added 0.27%
|