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 2,151 institutions that hold shares in the stock, with a total of 451 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
12,425
shares
|
$1.06 Million
1.26% of portfolio
|
Q1 2025
Added 119.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12,420
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,400
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 88.78%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
12,374
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,311
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
12,279
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
12,260
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Added 4390.84%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
12,252
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Added 53.07%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
12,227
shares
|
$1.04 Million
1.01% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,113
shares
|
$1.03 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,057
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
11,920
shares
|
$1.02 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
11,919
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
11,910
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 45.01%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
11,888
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 76.62%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
11,834
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,833
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
11,731
shares
|
$1 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
11,662
shares
|
$995,701
0.37% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,653
shares
|
$994,933
0.06% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
11,649
shares
|
$994,591
0.09% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
11,525
shares
|
$984,004
0.11% of portfolio
|
Q1 2025
Reduced 42.44%
|