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 234 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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,105
shares
|
$383,735
0.17% of portfolio
|
Q3 2024
Reduced 73.76%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,098
shares
|
$383,081
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
4,091
shares
|
$382,426
0.08% of portfolio
|
Q3 2024
Reduced 95.58%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,071
shares
|
$380,557
0.03% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,060
shares
|
$379,528
0.14% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,052
shares
|
$378,780
0.04% of portfolio
|
Q2 2024
Reduced 18.17%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
4,050
shares
|
$378,594
0.16% of portfolio
|
Q3 2024
Reduced 52.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$377,565
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
4,024
shares
|
$376,163
0.19% of portfolio
|
Q2 2024
Added 42.34%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
4,019
shares
|
$375,696
0.1% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
4,018
shares
|
$375,602
0.24% of portfolio
|
Q3 2024
Added 119.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$375,322
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$373,920
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
3,994
shares
|
$373,359
0.02% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
3,994
shares
|
$373,359
0.16% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,992
shares
|
$373,172
0.02% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,988
shares
|
$372,798
0.13% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,945
shares
|
$368,778
0.01% of portfolio
|
Q3 2024
Added 33.28%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$368,498
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$368,498
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,936
shares
|
$367,937
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
3,909
shares
|
$365,413
0.04% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,895
shares
|
$364,104
0.06% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,855
shares
|
$360,365
0.19% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,848
shares
|
$359,711
0.08% of portfolio
|
Q3 2024
Reduced 1.51%
|