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 2,112 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
87,393
shares
|
$7.74 Million
0.49% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
87,363
shares
|
$7.74 Million
0.01% of portfolio
|
Q3 2022
Added 57.94%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
86,428
shares
|
$7.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
86,197
shares
|
$7.64 Million
1.38% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
86,056
shares
|
$7.62 Million
0.07% of portfolio
|
Q3 2024
Added 104.76%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
85,795
shares
|
$7.6 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
85,619
shares
|
$7.59 Million
4.03% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
85,140
shares
|
$7.54 Million
0.1% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
84,975
shares
|
$7.53 Million
2.87% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
84,485
shares
|
$7.49 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,446
shares
|
$7.48 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
84,257
shares
|
$7.47 Million
3.03% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
83,876
shares
|
$7.43 Million
0.08% of portfolio
|
Q1 2025
Added 68.04%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
83,034
shares
|
$7.36 Million
0.62% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
82,732
shares
|
$7.33 Million
1.29% of portfolio
|
Q3 2022
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
82,700
shares
|
$7.33 Million
1.91% of portfolio
|
Q2 2025
Added 46.11%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
82,100
shares
|
$7.27 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
81,650
shares
|
$7.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80,894
shares
|
$7.17 Million
0.25% of portfolio
|
Q2 2020
Added 147.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
80,317
shares
|
$7.12 Million
0.69% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
79,475
shares
|
$7.04 Million
1.32% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
78,754
shares
|
$6.98 Million
0.22% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
78,189
shares
|
$6.93 Million
5.41% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
78,036
shares
|
$6.91 Million
0.55% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
77,961
shares
|
$6.91 Million
2.27% of portfolio
|
Q1 2025
Added 11.65%
|