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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
7,347
shares
|
$668,577
0.16% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
7,341
shares
|
$668,031
0.05% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
7,341
shares
|
$668,031
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,338
shares
|
$667,758
0.09% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,335
shares
|
$667,485
0.18% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,316
shares
|
$665,756
0.05% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
7,279
shares
|
$662,389
0.01% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
7,257
shares
|
$660,387
0.17% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$657,111
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,190
shares
|
$654,290
0.41% of portfolio
|
Q4 2024
Reduced 58.76%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,186
shares
|
$653,926
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
7,180
shares
|
$653,380
0.01% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
7,167
shares
|
$652,197
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
7,165
shares
|
$652,015
0.51% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
7,138
shares
|
$649,558
0.57% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
7,125
shares
|
$648,375
0.16% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
7,076
shares
|
$643,916
0.18% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
7,050
shares
|
$641,550
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$641,277
0.29% of portfolio
|
Q1 2023
Added 126.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,021
shares
|
$638,911
0.01% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
6,979
shares
|
$635,089
0.47% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,956
shares
|
$632,996
0.29% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
6,956
shares
|
$632,996
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,943
shares
|
$631,813
0.28% of portfolio
|
Q3 2023
Added 9.17%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
6,935
shares
|
$631,085
0.3% of portfolio
|
Q4 2024
New holding
|