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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,180
shares
|
$107,380
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$106,743
0.01% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,155
shares
|
$105,105
0.03% of portfolio
|
Q3 2024
Reduced 16.12%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
1,123
shares
|
$102,193
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
1,121
shares
|
$102,011
1.51% of portfolio
|
Q4 2024
Added 1594.38%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,101
shares
|
$100,191
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
1,097
shares
|
$99,827
0.01% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,090
shares
|
$99,190
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,052
shares
|
$95,732
0.03% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,047
shares
|
$95,277
0.0% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,004
shares
|
$91,364
0.01% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,003
shares
|
$91,273
0.01% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,003
shares
|
$91,273
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$91,000
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
1,000
shares
|
$91,000
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
991
shares
|
$90,181
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
971
shares
|
$88,361
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$87,724
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
953
shares
|
$86,723
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$85,904
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
934
shares
|
$84,994
0.02% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
933
shares
|
$84,903
0.02% of portfolio
|
Q2 2024
Added 137.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
925
shares
|
$84,175
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
920
shares
|
$83,720
0.02% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
900
shares
|
$81,900
0.03% of portfolio
|
Q4 2024
Added 12.5%
|