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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,653
shares
|
$332,423
0.22% of portfolio
|
Q4 2024
Added 29.58%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
3,641
shares
|
$331,331
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
3,640
shares
|
$331,240
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,561
shares
|
$324,051
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
3,557
shares
|
$323,687
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,555
shares
|
$323,505
0.13% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
3,541
shares
|
$322,231
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,540
shares
|
$322,140
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,536
shares
|
$321,776
0.02% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
3,511
shares
|
$319,501
0.18% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
3,507
shares
|
$319,137
0.08% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
3,503
shares
|
$318,773
0.04% of portfolio
|
Q4 2024
Reduced 30.27%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
3,503
shares
|
$318,773
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,496
shares
|
$318,136
0.09% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,492
shares
|
$317,772
0.04% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$317,226
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
3,475
shares
|
$316,225
0.0% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,440
shares
|
$313,040
0.24% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$311,857
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
3,425
shares
|
$311,675
0.11% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,424
shares
|
$311,584
0.06% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,400
shares
|
$309,400
0.04% of portfolio
|
Q4 2023
Added 13.33%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$309,400
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
3,394
shares
|
$308,854
0.08% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$308,308
0.14% of portfolio
|
Q4 2024
Reduced 2.98%
|