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 2,064 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,441
shares
|
$915,049
0.38% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
10,420
shares
|
$913,208
0.29% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,415
shares
|
$912,770
0.1% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
10,412
shares
|
$912,507
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
10,380
shares
|
$909,703
0.03% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,370
shares
|
$908,826
0.3% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,366
shares
|
$908,476
0.13% of portfolio
|
Q4 2024
Added 74.48%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
10,349
shares
|
$906,986
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,333
shares
|
$905,584
0.14% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
10,331
shares
|
$905,408
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$905,321
1.6% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,314
shares
|
$903,918
0.09% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$900,413
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
10,267
shares
|
$899,799
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
10,263
shares
|
$899,449
0.11% of portfolio
|
Q3 2024
Reduced 89.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,259
shares
|
$899,098
0.08% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
10,193
shares
|
$893,314
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$891,912
0.34% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10,173
shares
|
$891,561
0.15% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
10,155
shares
|
$889,984
0.6% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,142
shares
|
$888,844
0.17% of portfolio
|
Q1 2023
Reduced 88.43%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$885,602
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
10,101
shares
|
$885,251
0.06% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
10,094
shares
|
$884,638
0.4% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
10,034
shares
|
$879,379
0.47% of portfolio
|
Q4 2023
Reduced 4.68%
|