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 2,172 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
108
shares
|
$9,828
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
105
shares
|
$9,555
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$9,464
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
101
shares
|
$9,191
0.01% of portfolio
|
Q4 2024
Reduced 91.93%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
100
shares
|
$9,100
0.0% of portfolio
|
Q4 2024
Reduced 83.82%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
100
shares
|
$9,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
90
shares
|
$8,190
0.0% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
87
shares
|
$7,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
83
shares
|
$7,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
81
shares
|
$7,371
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
80
shares
|
$7,280
0.0% of portfolio
|
Q2 2024
Reduced 25.23%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$7,280
0.0% of portfolio
|
Q2 2024
Added 233.33%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
78
shares
|
$7,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
77
shares
|
$7,007
0.01% of portfolio
|
Q4 2024
Added 50.98%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
77
shares
|
$7,007
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
75
shares
|
$6,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
75
shares
|
$6,825
0.0% of portfolio
|
Q2 2024
Reduced 41.41%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
73
shares
|
$6,643
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
72
shares
|
$6,552
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
72
shares
|
$6,552
0.0% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
67
shares
|
$6,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
65
shares
|
$5,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,824
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
64
shares
|
$5,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
62
shares
|
$5,642
0.0% of portfolio
|
Q4 2024
New holding
|