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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,147
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,115
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,095
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
11,083
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,066
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
11,049
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,906
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,884
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
10,805
shares
|
$1.02 Million
0.52% of portfolio
|
Q4 2024
Added 148.11%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
10,775
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,750
shares
|
$1.01 Million
0.87% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
10,685
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
10,682
shares
|
$1 Million
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
10,667
shares
|
$1 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
10,607
shares
|
$996,633
0.33% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
10,559
shares
|
$992,123
0.16% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
10,557
shares
|
$991,935
0.59% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
10,508
shares
|
$987,331
0.28% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
10,505
shares
|
$987,049
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
10,463
shares
|
$983,103
0.02% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,462
shares
|
$983,009
0.1% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,441
shares
|
$981,036
0.38% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
10,423
shares
|
$979,345
0.6% of portfolio
|
Q2 2024
New holding
|