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 2,151 institutions that hold shares in the stock, with a total of 451 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
31,452
shares
|
$2.69 Million
1.72% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
31,280
shares
|
$2.67 Million
0.59% of portfolio
|
Q1 2025
Added 483.58%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
31,259
shares
|
$2.67 Million
0.76% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
31,240
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
31,187
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
30,920
shares
|
$2.64 Million
0.34% of portfolio
|
Q1 2025
Added 44.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
30,870
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
30,783
shares
|
$2.63 Million
0.05% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
30,728
shares
|
$2.62 Million
1.24% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
30,724
shares
|
$2.62 Million
1.37% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
30,681
shares
|
$2.62 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
30,592
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
30,552
shares
|
$2.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 45.41%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
30,486
shares
|
$2.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
30,468
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
30,355
shares
|
$2.59 Million
0.16% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
30,317
shares
|
$2.59 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
30,268
shares
|
$2.58 Million
1.37% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
30,137
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 51.87%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
29,997
shares
|
$2.56 Million
2.3% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
29,920
shares
|
$2.55 Million
2.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
29,870
shares
|
$2.55 Million
0.98% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
29,845
shares
|
$2.55 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
29,781
shares
|
$2.54 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
29,720
shares
|
$2.54 Million
0.31% of portfolio
|
Q2 2023
Added 280.05%
|