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 2,177 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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
55,712
shares
|
$4.54 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
55,548
shares
|
$4.53 Million
2.41% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
55,548
shares
|
$4.53 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
55,121
shares
|
$4.49 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
54,705
shares
|
$4.46 Million
0.67% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
54,278
shares
|
$4.43 Million
0.66% of portfolio
|
Q1 2025
Added 72.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
54,143
shares
|
$4.41 Million
0.11% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
53,794
shares
|
$4.39 Million
0.94% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
53,791
shares
|
$4.39 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
53,549
shares
|
$4.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 51.7%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
52,996
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2025
Added 63.69%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
52,922
shares
|
$4.31 Million
3.41% of portfolio
|
Q1 2025
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
52,890
shares
|
$4.31 Million
1.66% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
52,570
shares
|
$4.29 Million
0.16% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
52,495
shares
|
$4.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 69.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,296
shares
|
$4.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
52,183
shares
|
$4.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
51,883
shares
|
$4.23 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
51,876
shares
|
$4.23 Million
3.57% of portfolio
|
Q1 2025
Added 27060.21%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
51,594
shares
|
$4.21 Million
1.19% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
51,584
shares
|
$4.21 Million
1.2% of portfolio
|
Q1 2023
Added 4.9%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
51,312
shares
|
$4.18 Million
0.41% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
50,984
shares
|
$4.16 Million
0.04% of portfolio
|
Q1 2025
Added 86.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
50,179
shares
|
$4.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
50,049
shares
|
$4.08 Million
1.94% of portfolio
|
Q1 2025
Reduced 2.44%
|