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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,055
shares
|
$3.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
42,940
shares
|
$3.5 Million
3.73% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
42,899
shares
|
$3.5 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
42,676
shares
|
$3.48 Million
3.16% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
42,644
shares
|
$3.48 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
42,109
shares
|
$3.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
42,039
shares
|
$3.43 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
41,992
shares
|
$3.42 Million
0.18% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
41,932
shares
|
$3.42 Million
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
41,762
shares
|
$3.4 Million
3.53% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
41,397
shares
|
$3.38 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
41,247
shares
|
$3.36 Million
0.25% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
41,133
shares
|
$3.35 Million
3.91% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
41,085
shares
|
$3.35 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.34 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
41,000
shares
|
$3.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 87.6%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
40,862
shares
|
$3.33 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
40,723
shares
|
$3.32 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
40,615
shares
|
$3.31 Million
0.03% of portfolio
|
Q1 2025
Added 56.63%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
40,553
shares
|
$3.31 Million
2.16% of portfolio
|
Q1 2025
Added 34.79%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
40,507
shares
|
$3.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
40,431
shares
|
$3.3 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
40,207
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,121
shares
|
$3.27 Million
1.03% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,066
shares
|
$3.27 Million
0.1% of portfolio
|
Q4 2024
Added 6.06%
|