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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
2,640
shares
|
$248,054
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
2,636
shares
|
$247,678
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
2,627
shares
|
$246,832
0.07% of portfolio
|
Q1 2024
Reduced 62.78%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$245,705
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
2,612
shares
|
$245,423
0.13% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,598
shares
|
$244,108
0.05% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,598
shares
|
$244,108
0.01% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
2,591
shares
|
$243,450
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$243,168
0.03% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,579
shares
|
$242,322
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,544
shares
|
$239,034
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
2,539
shares
|
$238,564
0.05% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,531
shares
|
$237,812
0.08% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,517
shares
|
$236,497
0.07% of portfolio
|
Q3 2024
Reduced 82.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$235,839
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,506
shares
|
$235,463
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,505
shares
|
$235,369
0.21% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
2,501
shares
|
$234,993
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$234,899
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
2,487
shares
|
$233,678
0.06% of portfolio
|
Q3 2024
Reduced 76.49%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
2,485
shares
|
$233,490
0.04% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,482
shares
|
$233,208
0.16% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
2,472
shares
|
$232,269
0.07% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,471
shares
|
$232,175
0.01% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$230,483
0.02% of portfolio
|
Q4 2022
Added 77.75%
|