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 2,178 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 $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
27,252
shares
|
$2.45 Million
0.23% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
27,045
shares
|
$2.43 Million
0.83% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,999
shares
|
$2.42 Million
0.6% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
26,965
shares
|
$2.42 Million
0.75% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,848
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
26,804
shares
|
$2.41 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
26,725
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 46.72%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
26,717
shares
|
$2.4 Million
0.64% of portfolio
|
Q4 2024
Added 72.16%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
26,685
shares
|
$2.4 Million
0.2% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,630
shares
|
$2.39 Million
0.35% of portfolio
|
Q2 2023
Added 11478.26%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
26,544
shares
|
$2.38 Million
0.61% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
26,436
shares
|
$2.37 Million
0.81% of portfolio
|
Q4 2024
Added 135.28%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,426
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
26,418
shares
|
$2.37 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
26,364
shares
|
$2.37 Million
0.35% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
26,314
shares
|
$2.36 Million
1.34% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,183
shares
|
$2.35 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
26,179
shares
|
$2.35 Million
0.74% of portfolio
|
Q4 2024
Reduced 51.81%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
26,044
shares
|
$2.34 Million
0.11% of portfolio
|
Q4 2024
Added 92.05%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
25,967
shares
|
$2.33 Million
0.3% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.33 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
25,950
shares
|
$2.33 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
25,931
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Added 189.21%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
25,913
shares
|
$2.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.11%
|