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 |
|---|---|---|---|---|---|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
50,000
shares
|
$4.08 Million
5.15% of portfolio
|
Q3 2023
Added 941.67%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
49,721
shares
|
$4.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
49,256
shares
|
$4.02 Million
0.38% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
49,190
shares
|
$4.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
49,182
shares
|
$4.01 Million
2.08% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
49,118
shares
|
$4 Million
0.08% of portfolio
|
Q1 2025
Added 29.69%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
49,051
shares
|
$4 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
48,829
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Added 98.44%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
48,728
shares
|
$3.97 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
48,580
shares
|
$3.96 Million
0.58% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
48,497
shares
|
$3.95 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
48,376
shares
|
$3.94 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
48,372
shares
|
$3.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
48,271
shares
|
$3.94 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
48,184
shares
|
$3.93 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
48,159
shares
|
$3.93 Million
2.83% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
47,997
shares
|
$3.91 Million
1.54% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,797
shares
|
$3.9 Million
0.62% of portfolio
|
Q3 2022
Added 254.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
47,703
shares
|
$3.89 Million
0.02% of portfolio
|
Q1 2025
Added 11591.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
47,388
shares
|
$3.86 Million
0.15% of portfolio
|
Q1 2025
Reduced 57.87%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
47,375
shares
|
$3.86 Million
1.62% of portfolio
|
Q1 2025
Reduced 41.2%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
47,361
shares
|
$3.86 Million
2.17% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
47,170
shares
|
$3.85 Million
0.21% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
47,059
shares
|
$3.84 Million
2.88% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
46,678
shares
|
$3.81 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.2%
|