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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
46,647
shares
|
$3.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
46,577
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2025
Added 94.92%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
46,455
shares
|
$3.79 Million
1.56% of portfolio
|
Q1 2025
Added 75.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
46,264
shares
|
$3.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
45,867
shares
|
$3.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
45,326
shares
|
$3.7 Million
2.1% of portfolio
|
Q1 2025
Reduced 43.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
45,206
shares
|
$3.69 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
45,156
shares
|
$3.68 Million
1.89% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
45,106
shares
|
$3.68 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45,093
shares
|
$3.68 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
45,022
shares
|
$3.67 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
44,947
shares
|
$3.66 Million
0.12% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
44,905
shares
|
$3.66 Million
2.16% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$3.64 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
44,432
shares
|
$3.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
44,408
shares
|
$3.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$3.62 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
43,860
shares
|
$3.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$3.56 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
43,205
shares
|
$3.52 Million
1.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
43,164
shares
|
$3.52 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
43,134
shares
|
$3.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
43,120
shares
|
$3.52 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
43,096
shares
|
$3.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 24.43%
|