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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
77,544
shares
|
$6.87 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
77,350
shares
|
$6.85 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
77,328
shares
|
$6.85 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
77,306
shares
|
$6.85 Million
3.53% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
77,262
shares
|
$6.85 Million
1.94% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
76,979
shares
|
$6.82 Million
1.52% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
76,103
shares
|
$6.74 Million
0.84% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
75,972
shares
|
$6.73 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
74,954
shares
|
$6.64 Million
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
74,336
shares
|
$6.59 Million
0.2% of portfolio
|
Q2 2025
Reduced 53.48%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
74,162
shares
|
$6.57 Million
0.45% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
73,475
shares
|
$6.51 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
73,301
shares
|
$6.49 Million
0.4% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
72,653
shares
|
$6.44 Million
0.1% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
71,346
shares
|
$6.32 Million
0.0% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
71,160
shares
|
$6.3 Million
1.13% of portfolio
|
Q1 2024
Reduced 59.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
70,789
shares
|
$6.27 Million
0.35% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,649
shares
|
$6.26 Million
3.63% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
70,390
shares
|
$6.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$6.22 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
69,666
shares
|
$6.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
69,656
shares
|
$6.17 Million
0.16% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
69,600
shares
|
$6.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
69,460
shares
|
$6.15 Million
0.02% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
68,879
shares
|
$6.1 Million
0.79% of portfolio
|
Q2 2025
Added 0.78%
|