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 |
|---|---|---|---|---|---|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,946
shares
|
$268,086
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
2,935
shares
|
$267,085
0.06% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
2,930
shares
|
$266,630
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,928
shares
|
$266,448
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
2,923
shares
|
$265,993
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,919
shares
|
$265,629
0.08% of portfolio
|
Q1 2023
Added 4.97%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$265,083
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,910
shares
|
$264,810
0.12% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,900
shares
|
$263,900
0.19% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,898
shares
|
$263,718
0.16% of portfolio
|
Q2 2024
Reduced 73.83%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
2,893
shares
|
$263,263
0.21% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,884
shares
|
$262,444
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
2,882
shares
|
$262,262
0.03% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,863
shares
|
$260,533
0.1% of portfolio
|
Q4 2024
Reduced 38.02%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,862
shares
|
$260,442
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,857
shares
|
$259,987
0.03% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,841
shares
|
$258,531
0.02% of portfolio
|
Q4 2024
Reduced 78.34%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
2,834
shares
|
$257,894
0.06% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,834
shares
|
$257,894
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,803
shares
|
$255,073
0.03% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,801
shares
|
$254,891
0.05% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
2,797
shares
|
$254,527
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,796
shares
|
$254,436
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
2,796
shares
|
$254,436
0.13% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
2,785
shares
|
$253,435
0.13% of portfolio
|
Q3 2024
Added 1.27%
|