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 |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,305
shares
|
$289,650
0.03% of portfolio
|
Q3 2024
Added 42.27%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
3,287
shares
|
$288,072
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,283
shares
|
$287,722
0.12% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$287,546
0.21% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,271
shares
|
$286,670
0.06% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,271
shares
|
$286,670
0.02% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
3,256
shares
|
$285,355
0.04% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,250
shares
|
$284,830
0.04% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,246
shares
|
$284,479
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$284,479
0.06% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
3,245
shares
|
$284,391
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
3,241
shares
|
$284,041
0.23% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$283,953
0.16% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
3,215
shares
|
$281,762
0.03% of portfolio
|
Q4 2024
Reduced 91.23%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,212
shares
|
$281,499
0.04% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
3,212
shares
|
$281,499
0.14% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,201
shares
|
$280,535
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,201
shares
|
$280,535
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
3,200
shares
|
$280,448
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
3,200
shares
|
$280,448
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,196
shares
|
$280,097
0.17% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
3,195
shares
|
$280,009
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,174
shares
|
$278,169
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,172
shares
|
$277,994
0.06% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,160
shares
|
$276,942
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|