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 2,038 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
30,881
shares
|
$2.9 Million
1.36% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
30,708
shares
|
$2.89 Million
2.12% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
30,630
shares
|
$2.88 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
30,375
shares
|
$2.85 Million
0.37% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
30,245
shares
|
$2.84 Million
0.83% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,200
shares
|
$2.84 Million
4.14% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,143
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
30,020
shares
|
$2.82 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
29,962
shares
|
$2.82 Million
0.35% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
29,870
shares
|
$2.81 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
29,860
shares
|
$2.81 Million
0.2% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
29,800
shares
|
$2.8 Million
0.37% of portfolio
|
Q3 2024
Added 22.63%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
29,720
shares
|
$2.79 Million
0.28% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
29,391
shares
|
$2.76 Million
1.52% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
29,122
shares
|
$2.74 Million
1.59% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
29,116
shares
|
$2.74 Million
2.18% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
29,018
shares
|
$2.73 Million
0.33% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
28,829
shares
|
$2.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
28,649
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
28,577
shares
|
$2.69 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
28,568
shares
|
$2.68 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
28,520
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.68 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
28,276
shares
|
$2.66 Million
2.14% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
28,251
shares
|
$2.65 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.17%
|