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 |
|---|---|---|---|---|---|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
3,900
shares
|
$354,900
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
3,883
shares
|
$353,353
0.13% of portfolio
|
Q4 2024
Added 34.08%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
3,872
shares
|
$352,352
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,853
shares
|
$350,623
0.29% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
3,828
shares
|
$348,348
0.03% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,828
shares
|
$348,348
0.21% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
3,818
shares
|
$347,438
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
3,802
shares
|
$345,982
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
3,791
shares
|
$344,981
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
3,787
shares
|
$344,617
0.03% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,783
shares
|
$344,253
0.02% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,777
shares
|
$343,707
0.03% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,774
shares
|
$343,434
0.02% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
3,771
shares
|
$343,161
0.04% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$342,342
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,742
shares
|
$340,522
0.18% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,728
shares
|
$339,248
0.16% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,725
shares
|
$338,975
0.07% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
3,720
shares
|
$338,520
0.21% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,714
shares
|
$337,974
0.0% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
3,703
shares
|
$336,973
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,688
shares
|
$335,608
0.01% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,672
shares
|
$334,152
0.09% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,671
shares
|
$334,061
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,655
shares
|
$332,605
0.04% of portfolio
|
Q4 2024
Reduced 3.94%
|