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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
2,350
shares
|
$211,664
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,348
shares
|
$211,484
0.07% of portfolio
|
Q2 2024
Added 9.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
2,346
shares
|
$211,304
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
2,344
shares
|
$211,124
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
2,344
shares
|
$211,124
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,340
shares
|
$210,763
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
2,339
shares
|
$210,673
0.1% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,336
shares
|
$210,403
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,313
shares
|
$208,331
0.03% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,295
shares
|
$206,710
0.04% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,286
shares
|
$205,900
0.05% of portfolio
|
Q4 2024
Added 31.61%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,225
shares
|
$200,405
0.08% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
2,210
shares
|
$199,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
2,179
shares
|
$196,262
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
2,131
shares
|
$191,939
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,085
shares
|
$187,795
0.03% of portfolio
|
Q2 2024
Added 883.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$185,093
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,055
shares
|
$185,093
0.02% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,014
shares
|
$181,400
0.01% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,979
shares
|
$178,248
0.0% of portfolio
|
Q4 2024
Reduced 80.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,973
shares
|
$177,708
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,938
shares
|
$174,555
0.03% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,924
shares
|
$173,294
0.02% of portfolio
|
Q3 2024
Added 390.82%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$171,853
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
1,905
shares
|
$171,583
0.15% of portfolio
|
Q4 2024
New holding
|