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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
36,825
shares
|
$3 Million
0.64% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
36,823
shares
|
$3 Million
0.52% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
36,804
shares
|
$3 Million
0.23% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,579
shares
|
$2.98 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Continental Advisors LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
36,500
shares
|
$2.98 Million
1.91% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
36,475
shares
|
$2.97 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
36,458
shares
|
$2.97 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,302
shares
|
$2.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 84.12%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
36,220
shares
|
$2.95 Million
0.33% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
35,975
shares
|
$2.93 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$2.92 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
35,828
shares
|
$2.92 Million
0.02% of portfolio
|
Q1 2025
Added 49.96%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
35,769
shares
|
$2.92 Million
1.17% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
35,689
shares
|
$2.91 Million
0.52% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
35,336
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 113.74%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$2.88 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
35,321
shares
|
$2.88 Million
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
35,265
shares
|
$2.88 Million
0.29% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,000
shares
|
$2.85 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
34,902
shares
|
$2.85 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
34,868
shares
|
$2.84 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
34,832
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
34,690
shares
|
$2.83 Million
0.03% of portfolio
|
Q1 2025
Added 257.85%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
34,649
shares
|
$2.82 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,518
shares
|
$2.81 Million
0.55% of portfolio
|
Q4 2024
Added 2.53%
|