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 $19.8 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
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
12,891
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,869
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
12,863
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
12,841
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,827
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
12,792
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 369.26%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,760
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
12,748
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
12,738
shares
|
$1.09 Million
0.59% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
12,635
shares
|
$1.08 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
12,491
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
12,361
shares
|
$1.06 Million
0.47% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
12,334
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
12,305
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
12,260
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Added 4390.84%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
12,242
shares
|
$1.05 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
12,233
shares
|
$1.05 Million
0.97% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
12,173
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
12,109
shares
|
$1.04 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,070
shares
|
$1.03 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
12,024
shares
|
$1.03 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,962
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
11,937
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Added 7.71%
|