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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
181
shares
|
$16,471
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
180
shares
|
$16,380
0.01% of portfolio
|
Q3 2023
Reduced 76.06%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
175
shares
|
$15,925
0.01% of portfolio
|
Q3 2021
Reduced 89.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
175
shares
|
$15,925
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
173
shares
|
$15,743
0.0% of portfolio
|
Q2 2021
Reduced 69.11%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
166
shares
|
$15,106
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
165
shares
|
$15,015
0.01% of portfolio
|
Q4 2024
Reduced 22.9%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$14,560
0.01% of portfolio
|
Q3 2022
Reduced 12.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$14,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
158
shares
|
$14,378
0.0% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
150
shares
|
$13,650
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
147
shares
|
$13,377
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
146
shares
|
$13,286
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
144
shares
|
$13,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
143
shares
|
$13,013
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$12,649
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
135
shares
|
$12,285
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
130
shares
|
$11,830
0.0% of portfolio
|
Q1 2023
Added 333.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
129
shares
|
$11,739
0.0% of portfolio
|
Q4 2024
Added 1742.86%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
125
shares
|
$11,375
0.0% of portfolio
|
Q4 2024
Added 54.32%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
118
shares
|
$10,738
0.0% of portfolio
|
Q4 2024
Reduced 74.01%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
114
shares
|
$10,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
110
shares
|
$10,010
0.0% of portfolio
|
Q1 2024
Reduced 81.03%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
110
shares
|
$10,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
108
shares
|
$9,828
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|