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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
2,391
shares
|
$221,956
0.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,390
shares
|
$221,863
0.04% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
2,388
shares
|
$221,678
0.19% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,386
shares
|
$221,492
0.04% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,383
shares
|
$221,213
0.01% of portfolio
|
Q4 2024
Reduced 72.49%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,382
shares
|
$221,121
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,373
shares
|
$220,285
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
2,363
shares
|
$219,357
0.09% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
2,357
shares
|
$218,800
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,355
shares
|
$218,614
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
2,350
shares
|
$218,150
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,348
shares
|
$217,964
0.07% of portfolio
|
Q2 2024
Added 9.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
2,346
shares
|
$217,779
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
2,344
shares
|
$217,593
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
2,344
shares
|
$217,593
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,340
shares
|
$217,222
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
2,339
shares
|
$217,129
0.1% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,313
shares
|
$214,715
0.03% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,295
shares
|
$213,044
0.04% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,286
shares
|
$212,209
0.05% of portfolio
|
Q4 2024
Added 31.61%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,225
shares
|
$206,546
0.08% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
2,210
shares
|
$205,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
2,179
shares
|
$202,276
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
2,150
shares
|
$199,584
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
2,131
shares
|
$197,820
0.11% of portfolio
|
Q4 2024
New holding
|