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 2,168 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
36,783
shares
|
$3.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
36,729
shares
|
$3.31 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
36,618
shares
|
$3.3 Million
0.78% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,579
shares
|
$3.29 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
36,556
shares
|
$3.29 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Continental Advisors LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,500
shares
|
$3.29 Million
1.44% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
36,458
shares
|
$3.28 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
36,173
shares
|
$3.26 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
36,166
shares
|
$3.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
35,881
shares
|
$3.23 Million
1.7% of portfolio
|
Q4 2024
Reduced 42.52%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$3.23 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
35,842
shares
|
$3.23 Million
0.9% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
35,801
shares
|
$3.22 Million
0.52% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
35,719
shares
|
$3.22 Million
15.18% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
35,688
shares
|
$3.21 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
35,463
shares
|
$3.19 Million
0.49% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
35,417
shares
|
$3.19 Million
0.38% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3.18 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
35,310
shares
|
$3.18 Million
0.2% of portfolio
|
Q4 2024
Added 185.91%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
34,835
shares
|
$3.14 Million
0.34% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,518
shares
|
$3.11 Million
0.55% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$3.1 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$3.1 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
34,388
shares
|
$3.1 Million
0.22% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
34,266
shares
|
$3.09 Million
0.75% of portfolio
|
Q4 2024
Added 0.3%
|