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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
30,102
shares
|
$2.45 Million
1.82% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
29,997
shares
|
$2.45 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
|
$2.44 Million
2.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
29,911
shares
|
$2.44 Million
1.07% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
29,870
shares
|
$2.44 Million
0.98% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
29,845
shares
|
$2.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
29,802
shares
|
$2.43 Million
0.07% of portfolio
|
Q1 2025
Added 50.59%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
29,781
shares
|
$2.43 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
29,720
shares
|
$2.42 Million
0.31% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
29,375
shares
|
$2.39 Million
0.89% of portfolio
|
Q1 2025
Added 92.74%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
29,201
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.28%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
29,122
shares
|
$2.37 Million
1.88% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
29,081
shares
|
$2.37 Million
2.92% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
29,039
shares
|
$2.37 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
28,873
shares
|
$2.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
28,714
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Added 15.06%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
28,580
shares
|
$2.33 Million
0.67% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
28,574
shares
|
$2.33 Million
0.14% of portfolio
|
Q1 2025
Added 88.31%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
28,538
shares
|
$2.33 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.32 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
28,398
shares
|
$2.32 Million
0.33% of portfolio
|
Q1 2025
Reduced 64.67%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
28,271
shares
|
$2.3 Million
0.35% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
28,186
shares
|
$2.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
28,036
shares
|
$2.29 Million
0.89% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
27,982
shares
|
$2.28 Million
0.44% of portfolio
|
Q1 2025
Reduced 21.84%
|