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 |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
3,074
shares
|
$279,734
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,073
shares
|
$279,643
0.05% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,066
shares
|
$279,006
0.04% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
3,060
shares
|
$278,460
0.04% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,048
shares
|
$277,368
0.07% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,044
shares
|
$277,004
0.11% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
3,043
shares
|
$276,913
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,032
shares
|
$275,912
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
3,020
shares
|
$274,820
0.05% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
3,014
shares
|
$274,274
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,012
shares
|
$274,092
0.02% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
3,008
shares
|
$273,728
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
3,007
shares
|
$273,637
0.11% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,006
shares
|
$273,546
0.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$273,000
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,987
shares
|
$271,817
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
2,984
shares
|
$271,544
0.07% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,967
shares
|
$269,997
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
2,965
shares
|
$269,815
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,963
shares
|
$269,633
0.01% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$269,087
0.27% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
2,955
shares
|
$268,905
0.13% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$268,723
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,953
shares
|
$268,723
0.08% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,948
shares
|
$268,268
0.08% of portfolio
|
Q4 2024
Added 1.34%
|