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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
8,137
shares
|
$707,674
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,126
shares
|
$706,718
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jan 28, 2025 Q4 2024 |
8,119
shares
|
$706,109
0.24% of portfolio
|
Q4 2024
Reduced 50.42%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
8,117
shares
|
$705,935
0.39% of portfolio
|
Q4 2024
Reduced 34.79%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
8,116
shares
|
$705,848
0.43% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
8,071
shares
|
$701,934
0.0% of portfolio
|
Q4 2024
Reduced 78.33%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
8,054
shares
|
$700,456
0.05% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Vpr Management LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$695,760
0.36% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$695,760
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
7,997
shares
|
$695,499
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
7,978
shares
|
$693,846
0.16% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
7,978
shares
|
$693,846
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,946
shares
|
$691,063
0.15% of portfolio
|
Q4 2024
Added 166.29%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
7,915
shares
|
$688,367
0.09% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,911
shares
|
$688,019
0.03% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
7,893
shares
|
$686,454
0.51% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$686,280
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
7,887
shares
|
$685,932
0.18% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,876
shares
|
$684,975
0.41% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
7,865
shares
|
$684,019
0.65% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
7,861
shares
|
$683,671
0.78% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
7,829
shares
|
$680,888
0.09% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
7,821
shares
|
$680,192
0.26% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,818
shares
|
$679,931
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
7,810
shares
|
$679,235
0.08% of portfolio
|
Q4 2024
Added 0.66%
|