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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$399,581
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,386
shares
|
$399,126
0.01% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
4,386
shares
|
$399,126
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
4,384
shares
|
$398,944
0.3% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$396,851
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,349
shares
|
$395,759
0.12% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$395,486
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,306
shares
|
$391,846
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
4,296
shares
|
$390,936
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
4,290
shares
|
$390,390
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
4,284
shares
|
$389,844
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,283
shares
|
$389,753
0.1% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$389,662
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
4,260
shares
|
$387,660
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
4,236
shares
|
$385,476
0.23% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
4,227
shares
|
$384,657
0.04% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,207
shares
|
$382,837
0.18% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,205
shares
|
$382,655
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
4,200
shares
|
$382,200
0.07% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$379,561
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,171
shares
|
$379,561
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
4,162
shares
|
$378,742
0.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,156
shares
|
$378,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
4,150
shares
|
$377,650
0.06% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4,146
shares
|
$377,286
0.24% of portfolio
|
Q4 2024
Reduced 3.94%
|