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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
5,131
shares
|
$466,921
0.23% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,129
shares
|
$466,739
0.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,122
shares
|
$466,102
0.22% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
5,118
shares
|
$465,738
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$465,192
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,090
shares
|
$463,190
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,085
shares
|
$462,735
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,076
shares
|
$461,916
0.07% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
5,069
shares
|
$461,279
0.33% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$457,639
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
5,016
shares
|
$456,456
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
5,006
shares
|
$455,546
0.26% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
5,002
shares
|
$455,182
0.04% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
5,000
shares
|
$455,000
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
4,996
shares
|
$454,636
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,987
shares
|
$453,817
0.18% of portfolio
|
Q4 2024
Added 118.35%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
4,949
shares
|
$450,359
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
4,939
shares
|
$449,449
0.05% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,935
shares
|
$449,085
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,932
shares
|
$448,812
0.01% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
4,922
shares
|
$447,902
0.14% of portfolio
|
Q4 2022
Reduced 11.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,921
shares
|
$447,811
0.38% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
4,921
shares
|
$447,811
0.18% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
4,917
shares
|
$447,447
0.23% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$446,992
0.14% of portfolio
|
Q2 2022
New holding
|