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 2,176 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
74,905
shares
|
$6.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
74,821
shares
|
$6.1 Million
0.36% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
74,749
shares
|
$6.09 Million
1.73% of portfolio
|
Q4 2024
Added 6371.77%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
73,527
shares
|
$5.99 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
73,494
shares
|
$5.99 Million
0.64% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
73,475
shares
|
$5.99 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
72,653
shares
|
$5.92 Million
0.12% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
72,628
shares
|
$5.92 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
71,918
shares
|
$5.86 Million
4.1% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
71,672
shares
|
$5.84 Million
0.27% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
71,297
shares
|
$5.81 Million
1.67% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
71,160
shares
|
$5.8 Million
1.13% of portfolio
|
Q1 2024
Reduced 59.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
71,022
shares
|
$5.79 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
70,643
shares
|
$5.76 Million
0.62% of portfolio
|
Q1 2025
Reduced 27.62%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
70,381
shares
|
$5.74 Million
1.49% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$5.72 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
70,144
shares
|
$5.72 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
69,460
shares
|
$5.66 Million
0.02% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
69,228
shares
|
$5.64 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
69,177
shares
|
$5.64 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
68,347
shares
|
$5.57 Million
0.97% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
68,070
shares
|
$5.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
67,965
shares
|
$5.54 Million
0.67% of portfolio
|
Q1 2025
Reduced 27.94%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
67,338
shares
|
$5.49 Million
0.23% of portfolio
|
Q1 2025
Reduced 40.8%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
67,012
shares
|
$5.46 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.62%
|