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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
4,622
shares
|
$420,602
0.32% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
4,622
shares
|
$420,602
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,619
shares
|
$420,329
0.13% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,609
shares
|
$419,419
0.05% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
4,606
shares
|
$419,146
0.03% of portfolio
|
Q4 2024
Added 308.7%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
4,601
shares
|
$418,691
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,598
shares
|
$418,418
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$416,325
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
4,560
shares
|
$414,960
0.15% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,555
shares
|
$414,505
0.25% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
4,549
shares
|
$413,959
0.38% of portfolio
|
Q4 2024
Reduced 75.92%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
4,547
shares
|
$413,777
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,527
shares
|
$411,957
0.1% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
4,521
shares
|
$411,411
0.06% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
4,519
shares
|
$411,229
0.45% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
4,514
shares
|
$410,774
0.04% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,496
shares
|
$409,136
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
4,489
shares
|
$408,499
0.05% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
4,476
shares
|
$407,316
0.17% of portfolio
|
Q4 2024
Reduced 70.17%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
4,456
shares
|
$405,496
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
4,444
shares
|
$404,404
0.17% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$403,585
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
4,431
shares
|
$403,221
0.13% of portfolio
|
Q4 2024
Added 63.26%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,424
shares
|
$402,584
0.03% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$401,310
0.29% of portfolio
|
Q4 2024
Reduced 4.55%
|