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 |
|---|---|---|---|---|---|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
29,996
shares
|
$2.66 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
29,920
shares
|
$2.65 Million
1.79% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
29,877
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
29,781
shares
|
$2.64 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
29,720
shares
|
$2.63 Million
0.24% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
29,541
shares
|
$2.62 Million
0.35% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
29,536
shares
|
$2.62 Million
0.72% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,529
shares
|
$2.62 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
29,479
shares
|
$2.61 Million
0.11% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
29,447
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Added 76.18%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
29,240
shares
|
$2.59 Million
0.87% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
29,118
shares
|
$2.58 Million
0.27% of portfolio
|
Q2 2025
Added 31.76%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
29,100
shares
|
$2.58 Million
2.56% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
29,069
shares
|
$2.58 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
29,010
shares
|
$2.57 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
28,996
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2025
Added 57.02%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
28,948
shares
|
$2.56 Million
0.3% of portfolio
|
Q2 2025
Reduced 47.08%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
28,873
shares
|
$2.56 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
28,563
shares
|
$2.53 Million
0.28% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
28,500
shares
|
$2.53 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
28,492
shares
|
$2.52 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.52 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
28,432
shares
|
$2.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
28,300
shares
|
$2.51 Million
0.07% of portfolio
|
Q2 2025
Reduced 59.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
28,229
shares
|
$2.5 Million
0.59% of portfolio
|
Q2 2025
New holding
|