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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$133,033
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$132,042
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
1,448
shares
|
$130,421
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,447
shares
|
$130,331
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,427
shares
|
$128,529
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$127,899
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
1,410
shares
|
$126,998
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,403
shares
|
$126,368
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,381
shares
|
$124,386
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$122,495
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,350
shares
|
$121,594
0.04% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,337
shares
|
$120,423
0.04% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
1,335
shares
|
$120,243
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,314
shares
|
$118,351
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$118,081
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
1,280
shares
|
$115,289
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,273
shares
|
$114,659
0.07% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,271
shares
|
$114,478
0.03% of portfolio
|
Q4 2023
Reduced 4.0%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,271
shares
|
$114,478
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1,250
shares
|
$112,587
0.02% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,239
shares
|
$111,596
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,233
shares
|
$111,056
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,227
shares
|
$110,515
0.01% of portfolio
|
Q2 2023
Reduced 11.92%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,198
shares
|
$107,903
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,188
shares
|
$107,003
0.01% of portfolio
|
Q4 2024
Reduced 18.35%
|