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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,335
shares
|
$595,236
0.18% of portfolio
|
Q4 2024
Added 87.43%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,333
shares
|
$595,048
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,315
shares
|
$593,357
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
6,311
shares
|
$592,981
0.61% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$592,699
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,300
shares
|
$591,948
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$591,478
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
6,274
shares
|
$589,505
0.45% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
6,273
shares
|
$589,411
0.21% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,272
shares
|
$589,317
0.12% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
6,252
shares
|
$587,437
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
6,234
shares
|
$585,746
0.15% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
6,218
shares
|
$584,243
0.08% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,173
shares
|
$580,015
0.08% of portfolio
|
Q3 2024
Reduced 94.78%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
6,168
shares
|
$579,545
0.08% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
6,165
shares
|
$579,263
0.09% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,129
shares
|
$575,880
0.01% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
6,126
shares
|
$575,598
0.35% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,122
shares
|
$575,223
0.45% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
6,110
shares
|
$574,095
0.18% of portfolio
|
Q4 2024
Reduced 37.51%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
6,093
shares
|
$572,498
0.14% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
6,082
shares
|
$571,464
0.05% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
6,080
shares
|
$571,276
0.1% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
6,066
shares
|
$569,961
0.38% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,057
shares
|
$569,115
0.05% of portfolio
|
Q3 2024
Added 5.67%
|