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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
639
shares
|
$58,149
0.01% of portfolio
|
Q3 2024
Reduced 64.3%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
630
shares
|
$57,330
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
629
shares
|
$57,239
0.01% of portfolio
|
Q4 2024
Added 43.61%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
627
shares
|
$57,057
0.05% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
625
shares
|
$56,875
0.0% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
624
shares
|
$56,784
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
604
shares
|
$54,964
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
598
shares
|
$54,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
585
shares
|
$53,235
0.0% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
584
shares
|
$53,144
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
580
shares
|
$52,780
0.04% of portfolio
|
Q1 2021
Added 23.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
562
shares
|
$51,142
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
562
shares
|
$51,142
0.0% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
562
shares
|
$51,142
0.01% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
560
shares
|
$50,960
0.01% of portfolio
|
Q3 2024
Added 2445.45%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
544
shares
|
$49,504
0.02% of portfolio
|
Q1 2023
Reduced 25.78%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
521
shares
|
$47,411
0.01% of portfolio
|
Q4 2024
Added 68.61%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$47,320
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
520
shares
|
$47,320
0.04% of portfolio
|
Q4 2023
Reduced 34.59%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
512
shares
|
$46,592
0.02% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$45,500
0.02% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
500
shares
|
$45,500
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
482
shares
|
$43,862
0.02% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
481
shares
|
$43,771
0.0% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
478
shares
|
$43,498
0.02% of portfolio
|
Q3 2024
Added 39.77%
|