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 2,180 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 $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
2,610
shares
|
$242,286
0.0% of portfolio
|
Q4 2024
Reduced 24.68%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
2,609
shares
|
$242,193
0.03% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,609
shares
|
$242,193
0.01% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
2,600
shares
|
$241,358
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,598
shares
|
$241,172
0.05% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
2,597
shares
|
$241,079
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
2,591
shares
|
$240,522
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$240,429
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
2,588
shares
|
$240,244
0.2% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
2,566
shares
|
$238,201
0.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
2,552
shares
|
$236,902
0.04% of portfolio
|
Q4 2024
Reduced 45.96%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
2,548
shares
|
$236,530
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,546
shares
|
$236,345
0.07% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,544
shares
|
$236,159
0.02% of portfolio
|
Q4 2024
Reduced 70.05%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
2,544
shares
|
$236,159
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
2,539
shares
|
$235,695
0.05% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
2,534
shares
|
$235,231
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,531
shares
|
$234,952
0.08% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
2,519
shares
|
$233,838
0.16% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$233,003
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,508
shares
|
$232,817
0.03% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,506
shares
|
$232,631
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
2,505
shares
|
$232,539
0.19% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
2,501
shares
|
$232,167
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
2,501
shares
|
$232,167
0.07% of portfolio
|
Q4 2024
Added 3.26%
|