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 2,026 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
12,616
shares
|
$1.23 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,601
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
12,516
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12,483
shares
|
$1.21 Million
0.88% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
12,448
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
12,418
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
12,378
shares
|
$1.2 Million
0.76% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
12,358
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,350
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
12,327
shares
|
$1.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
12,269
shares
|
$1.19 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
12,260
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Added 4390.84%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
12,256
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
12,102
shares
|
$1.18 Million
1.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,059
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.16%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
12,031
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
12,007
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
11,964
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 34.12%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
11,891
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,878
shares
|
$1.16 Million
0.71% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
11,775
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 37.28%
|