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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
40,060
shares
|
$3.27 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
39,986
shares
|
$3.26 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
39,791
shares
|
$3.24 Million
2.94% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
39,783
shares
|
$3.24 Million
0.29% of portfolio
|
Q1 2025
Added 31.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,652
shares
|
$3.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
39,586
shares
|
$3.23 Million
0.63% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
39,412
shares
|
$3.21 Million
0.21% of portfolio
|
Q1 2025
Added 69.84%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
39,347
shares
|
$3.21 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Apr 28, 2025 Q1 2025 |
39,150
shares
|
$3.19 Million
4.2% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
39,112
shares
|
$3.19 Million
1.66% of portfolio
|
Q1 2025
Added 16686.27%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
39,076
shares
|
$3.19 Million
0.57% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,988
shares
|
$3.18 Million
2.17% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
38,688
shares
|
$3.15 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
38,347
shares
|
$3.13 Million
0.12% of portfolio
|
Q1 2025
Added 55.55%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
38,298
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
38,215
shares
|
$3.12 Million
1.5% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
38,068
shares
|
$3.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
37,977
shares
|
$3.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
37,908
shares
|
$3.09 Million
0.91% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
37,834
shares
|
$3.08 Million
2.86% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,696
shares
|
$3.07 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,500
shares
|
$3.06 Million
0.29% of portfolio
|
Q4 2020
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
37,394
shares
|
$3.05 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
37,224
shares
|
$3.03 Million
7.04% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
37,217
shares
|
$3.03 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.48%
|