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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
4,139
shares
|
$376,649
0.13% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,129
shares
|
$375,739
0.01% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,107
shares
|
$373,737
0.02% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
4,098
shares
|
$372,918
0.07% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,089
shares
|
$372,099
0.05% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
4,079
shares
|
$371,189
0.11% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,077
shares
|
$371,007
0.01% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,071
shares
|
$370,461
0.03% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,024
shares
|
$366,184
0.18% of portfolio
|
Q2 2024
Added 42.34%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
4,019
shares
|
$365,729
0.1% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
4,018
shares
|
$365,638
0.23% of portfolio
|
Q3 2024
Added 119.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$365,365
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,005
shares
|
$364,455
0.22% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$364,000
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$364,000
0.07% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
4,000
shares
|
$364,000
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,995
shares
|
$363,545
0.13% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
3,994
shares
|
$363,454
0.16% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,988
shares
|
$362,908
0.13% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
3,948
shares
|
$359,268
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$358,722
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$358,722
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
3,933
shares
|
$357,903
0.03% of portfolio
|
Q4 2024
Reduced 98.83%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,930
shares
|
$357,630
0.03% of portfolio
|
Q4 2024
Reduced 97.68%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
3,907
shares
|
$355,537
0.12% of portfolio
|
Q4 2024
Added 15.18%
|