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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$150,198
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
1,608
shares
|
$149,270
0.07% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,523
shares
|
$141,380
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,520
shares
|
$141,101
0.04% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,518
shares
|
$140,915
0.02% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$139,245
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,499
shares
|
$139,152
0.01% of portfolio
|
Q4 2024
Added 95.44%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,484
shares
|
$137,759
0.04% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,479
shares
|
$137,295
0.01% of portfolio
|
Q4 2024
Reduced 91.95%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$137,109
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$136,088
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
1,448
shares
|
$134,417
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,447
shares
|
$134,325
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,427
shares
|
$132,468
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$131,818
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
1,410
shares
|
$130,890
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,403
shares
|
$130,240
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,381
shares
|
$128,198
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$126,248
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,350
shares
|
$125,320
0.04% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,337
shares
|
$124,113
0.04% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
1,335
shares
|
$123,928
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,314
shares
|
$121,978
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$121,700
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
1,280
shares
|
$118,822
0.05% of portfolio
|
Q4 2024
New holding
|