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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
237
shares
|
$21,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
233
shares
|
$21,203
0.01% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
233
shares
|
$21,203
0.01% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
232
shares
|
$21,112
0.01% of portfolio
|
Q4 2024
Reduced 99.02%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
225
shares
|
$20,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
225
shares
|
$20,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
225
shares
|
$20,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
223
shares
|
$20,293
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
223
shares
|
$20,293
0.01% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
221
shares
|
$20,111
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
211
shares
|
$19,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
210
shares
|
$19,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$18,200
0.01% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
200
shares
|
$18,200
0.01% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$18,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
200
shares
|
$18,200
0.01% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$18,200
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
200
shares
|
$18,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
200
shares
|
$18,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
196
shares
|
$17,836
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
192
shares
|
$17,472
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
191
shares
|
$17,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
190
shares
|
$17,290
0.0% of portfolio
|
Q3 2022
Reduced 35.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
189
shares
|
$17,199
0.0% of portfolio
|
Q3 2024
Reduced 45.85%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
189
shares
|
$17,199
0.01% of portfolio
|
Q4 2024
Reduced 55.32%
|