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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
6,616
shares
|
$602,056
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
6,606
shares
|
$601,146
0.31% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,575
shares
|
$598,325
0.31% of portfolio
|
Q4 2024
Added 60.44%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
6,566
shares
|
$597,506
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,555
shares
|
$596,505
0.09% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,550
shares
|
$596,050
0.59% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
6,545
shares
|
$595,595
0.08% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
6,545
shares
|
$595,595
0.29% of portfolio
|
Q4 2024
Added 43.31%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,535
shares
|
$594,685
0.17% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$592,592
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$592,592
0.14% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
6,454
shares
|
$587,314
0.25% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,454
shares
|
$587,314
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
6,443
shares
|
$586,313
0.27% of portfolio
|
Q4 2024
Added 33.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,436
shares
|
$585,676
0.08% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
6,433
shares
|
$585,403
0.18% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
6,374
shares
|
$580,034
0.13% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
6,359
shares
|
$578,669
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
6,336
shares
|
$576,576
0.28% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,335
shares
|
$576,485
0.18% of portfolio
|
Q4 2024
Added 87.43%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,333
shares
|
$576,303
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
6,329
shares
|
$575,939
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,311
shares
|
$574,301
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
6,311
shares
|
$574,301
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,311
shares
|
$574,301
0.61% of portfolio
|
Q4 2024
Reduced 30.95%
|