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 2,064 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
12,917
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,869
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
12,863
shares
|
$1.13 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
12,841
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,827
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
12,820
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,760
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,736
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
12,635
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
12,616
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
12,448
shares
|
$1.09 Million
0.66% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
12,418
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,350
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
12,334
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
12,327
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
12,305
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
12,269
shares
|
$1.08 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
12,260
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2024
Added 4390.84%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
12,173
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
12,102
shares
|
$1.06 Million
1.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
11,937
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
11,912
shares
|
$1.04 Million
0.41% of portfolio
|
Q4 2024
Added 1.16%
|