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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$220,941
0.02% of portfolio
|
Q4 2022
Added 77.75%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$220,761
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
2,440
shares
|
$219,770
0.09% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
2,433
shares
|
$219,140
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,423
shares
|
$218,239
0.06% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,415
shares
|
$217,519
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
2,411
shares
|
$217,158
0.12% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
2,410
shares
|
$217,068
0.04% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,405
shares
|
$216,618
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
2,400
shares
|
$216,167
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,400
shares
|
$216,167
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,397
shares
|
$215,897
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,397
shares
|
$215,897
0.02% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,391
shares
|
$215,357
0.04% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
2,391
shares
|
$215,357
0.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,390
shares
|
$215,267
0.04% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
2,388
shares
|
$215,087
0.19% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,386
shares
|
$214,907
0.04% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,383
shares
|
$214,636
0.01% of portfolio
|
Q4 2024
Reduced 72.49%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,382
shares
|
$214,546
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,373
shares
|
$213,736
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
2,363
shares
|
$212,835
0.09% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
2,357
shares
|
$212,294
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,355
shares
|
$212,114
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,352
shares
|
$211,844
0.04% of portfolio
|
Q3 2024
New holding
|