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 |
|---|---|---|---|---|---|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
3,386
shares
|
$308,126
0.1% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,382
shares
|
$307,762
0.2% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$306,852
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,358
shares
|
$305,578
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,350
shares
|
$304,850
0.07% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,350
shares
|
$304,850
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
3,348
shares
|
$304,668
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
3,346
shares
|
$304,486
0.15% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,339
shares
|
$303,849
0.02% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,334
shares
|
$303,394
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,332
shares
|
$303,212
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,328
shares
|
$302,848
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,321
shares
|
$302,211
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,310
shares
|
$301,210
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
3,287
shares
|
$299,117
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,283
shares
|
$298,753
0.12% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,271
shares
|
$297,661
0.06% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,271
shares
|
$297,661
0.02% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
3,256
shares
|
$296,296
0.04% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,250
shares
|
$295,750
0.04% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,246
shares
|
$295,386
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
3,245
shares
|
$295,295
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
3,239
shares
|
$294,749
0.19% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
3,227
shares
|
$293,657
0.16% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
3,217
shares
|
$292,747
0.0% of portfolio
|
Q4 2024
Reduced 18.27%
|