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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
7,805
shares
|
$710,255
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
7,766
shares
|
$706,706
0.09% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,766
shares
|
$706,706
0.06% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,755
shares
|
$705,705
0.03% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
7,734
shares
|
$703,794
0.13% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
7,717
shares
|
$702,247
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,684
shares
|
$699,244
0.07% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
7,677
shares
|
$698,607
0.16% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
7,661
shares
|
$697,151
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
7,649
shares
|
$696,059
0.12% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
7,648
shares
|
$695,968
0.22% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$695,058
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
7,615
shares
|
$692,965
0.29% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$692,783
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
7,570
shares
|
$688,870
0.37% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,522
shares
|
$684,502
0.17% of portfolio
|
Q1 2024
Added 82.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$684,229
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
7,507
shares
|
$683,137
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,505
shares
|
$682,955
0.28% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,460
shares
|
$678,860
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$677,131
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
7,440
shares
|
$677,040
0.09% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
7,393
shares
|
$672,763
0.07% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,389
shares
|
$672,399
0.06% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$671,580
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|