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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
971
shares
|
$90,137
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$89,488
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
953
shares
|
$88,466
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$87,631
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
934
shares
|
$86,703
0.02% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
933
shares
|
$86,610
0.02% of portfolio
|
Q2 2024
Added 137.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
925
shares
|
$85,867
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
920
shares
|
$85,403
0.02% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
900
shares
|
$83,547
0.03% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
870
shares
|
$80,762
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
861
shares
|
$79,926
0.01% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
860
shares
|
$79,833
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
856
shares
|
$79,462
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
833
shares
|
$77,327
0.02% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
827
shares
|
$76,770
0.01% of portfolio
|
Q3 2023
Reduced 40.67%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
814
shares
|
$75,563
0.01% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
803
shares
|
$74,542
0.04% of portfolio
|
Q3 2024
Reduced 49.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
791
shares
|
$73,428
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
762
shares
|
$70,736
0.0% of portfolio
|
Q2 2022
Reduced 98.73%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
757
shares
|
$70,272
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
755
shares
|
$70,086
0.02% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
745
shares
|
$69,158
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
742
shares
|
$68,879
0.01% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
734
shares
|
$68,137
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
728
shares
|
$67,580
0.03% of portfolio
|
Q4 2024
Added 0.83%
|