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 2,112 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
31,594
shares
|
$2.8 Million
2.48% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
31,564
shares
|
$2.8 Million
0.39% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
31,539
shares
|
$2.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 55.35%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
31,458
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.64%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,453
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,364
shares
|
$2.78 Million
0.23% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
31,347
shares
|
$2.78 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
31,331
shares
|
$2.78 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
31,328
shares
|
$2.78 Million
0.1% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
31,280
shares
|
$2.77 Million
0.36% of portfolio
|
Q1 2025
Added 483.58%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
31,259
shares
|
$2.77 Million
0.76% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
31,255
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 69.16%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
30,937
shares
|
$2.74 Million
0.26% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
30,799
shares
|
$2.73 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
30,724
shares
|
$2.72 Million
1.37% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
30,681
shares
|
$2.72 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
30,607
shares
|
$2.71 Million
0.14% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
30,486
shares
|
$2.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
30,317
shares
|
$2.69 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
30,301
shares
|
$2.68 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
30,229
shares
|
$2.68 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
30,193
shares
|
$2.68 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
30,180
shares
|
$2.67 Million
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,127
shares
|
$2.67 Million
0.1% of portfolio
|
Q2 2025
Added 40.42%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
30,013
shares
|
$2.66 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.33%
|