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 |
|---|---|---|---|---|---|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,742
shares
|
$327,948
0.18% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,734
shares
|
$327,247
0.21% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,725
shares
|
$326,459
0.07% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
3,720
shares
|
$326,020
0.21% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
3,703
shares
|
$324,530
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$323,829
0.13% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,692
shares
|
$323,566
0.05% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,672
shares
|
$321,814
0.09% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,671
shares
|
$321,726
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,671
shares
|
$321,726
0.03% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,655
shares
|
$320,324
0.04% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,653
shares
|
$320,148
0.22% of portfolio
|
Q4 2024
Added 29.58%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,634
shares
|
$318,483
0.08% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,561
shares
|
$312,086
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,559
shares
|
$311,910
0.01% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
3,557
shares
|
$311,735
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,555
shares
|
$311,560
0.13% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,545
shares
|
$310,683
0.01% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,540
shares
|
$310,245
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,537
shares
|
$309,982
0.08% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,536
shares
|
$309,895
0.02% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,517
shares
|
$308,229
0.18% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$307,966
0.05% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
3,503
shares
|
$307,002
0.04% of portfolio
|
Q4 2024
Reduced 30.27%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$305,513
0.15% of portfolio
|
Q3 2024
Added 0.64%
|