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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,460
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
60
shares
|
$5,460
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
60
shares
|
$5,460
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$5,278
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$5,278
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
56
shares
|
$5,096
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$5,005
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
51
shares
|
$4,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$4,550
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Feb 11, 2025 Q4 2024 |
50
shares
|
$4,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
50
shares
|
$4,550
0.0% of portfolio
|
Q4 2024
Reduced 82.76%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
48
shares
|
$4,368
0.01% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
44
shares
|
$4,004
0.0% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
43
shares
|
$3,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
41
shares
|
$3,731
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
39
shares
|
$3,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
39
shares
|
$3,549
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
36
shares
|
$3,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$3,185
0.0% of portfolio
|
Q2 2023
Reduced 90.64%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
30
shares
|
$2,730
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
29
shares
|
$2,639
0.0% of portfolio
|
Q4 2024
Reduced 94.27%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
29
shares
|
$2,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
28
shares
|
$2,548
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
27
shares
|
$2,457
0.0% of portfolio
|
Q3 2024
Reduced 89.49%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
27
shares
|
$2,457
0.0% of portfolio
|
Q1 2024
New holding
|