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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
2,784
shares
|
$253,344
0.08% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
2,777
shares
|
$252,707
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,776
shares
|
$252,616
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
2,774
shares
|
$252,434
0.18% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,770
shares
|
$252,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,769
shares
|
$251,979
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
2,765
shares
|
$251,615
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,760
shares
|
$251,160
0.06% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$251,160
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
2,760
shares
|
$251,160
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,757
shares
|
$250,887
0.03% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$250,523
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
2,750
shares
|
$250,250
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,742
shares
|
$249,522
0.04% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$249,249
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
2,729
shares
|
$248,339
0.1% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,719
shares
|
$247,429
0.13% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,713
shares
|
$246,883
0.05% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$246,610
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,704
shares
|
$246,064
0.03% of portfolio
|
Q4 2024
Reduced 38.15%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$245,700
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,699
shares
|
$245,609
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,699
shares
|
$245,609
0.01% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,699
shares
|
$245,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
2,683
shares
|
$244,153
0.1% of portfolio
|
Q4 2024
New holding
|