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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
3,465
shares
|
$303,672
0.01% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,440
shares
|
$301,481
0.24% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$300,342
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
3,425
shares
|
$300,167
0.11% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,424
shares
|
$300,079
0.12% of portfolio
|
Q3 2023
Added 13.23%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,424
shares
|
$300,079
0.06% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$298,852
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,400
shares
|
$297,976
0.04% of portfolio
|
Q4 2023
Added 13.33%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$297,976
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$297,362
0.09% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$296,924
0.14% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
3,386
shares
|
$296,749
0.1% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,382
shares
|
$296,398
0.2% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$295,522
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,358
shares
|
$294,295
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,350
shares
|
$293,594
0.07% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,350
shares
|
$293,594
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
3,348
shares
|
$293,418
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
3,346
shares
|
$293,243
0.15% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,339
shares
|
$292,629
0.02% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,332
shares
|
$292,016
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,328
shares
|
$291,665
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,321
shares
|
$291,052
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
3,316
shares
|
$290,614
0.02% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,310
shares
|
$290,088
0.21% of portfolio
|
Q4 2024
Added 0.03%
|