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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
3,215
shares
|
$292,565
0.03% of portfolio
|
Q4 2024
Reduced 91.23%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,212
shares
|
$292,292
0.04% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
3,212
shares
|
$292,292
0.14% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,201
shares
|
$291,291
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,201
shares
|
$291,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
3,200
shares
|
$291,200
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
3,200
shares
|
$291,200
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
3,196
shares
|
$290,836
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
3,195
shares
|
$290,745
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,174
shares
|
$288,834
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,166
shares
|
$288,106
0.09% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
3,162
shares
|
$287,742
0.08% of portfolio
|
Q4 2024
Reduced 24.48%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
3,158
shares
|
$287,378
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,151
shares
|
$286,741
0.03% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
3,151
shares
|
$286,741
0.29% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
3,146
shares
|
$286,286
0.07% of portfolio
|
Q4 2024
Added 1697.71%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
3,145
shares
|
$286,195
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
3,140
shares
|
$285,740
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$284,557
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
3,120
shares
|
$283,920
0.14% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
3,100
shares
|
$282,100
0.22% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,090
shares
|
$281,190
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,087
shares
|
$280,917
0.11% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,083
shares
|
$280,553
0.14% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,076
shares
|
$279,916
0.08% of portfolio
|
Q4 2024
Added 0.1%
|