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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
28,169
shares
|
$2.5 Million
0.27% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
28,146
shares
|
$2.49 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
28,097
shares
|
$2.49 Million
1.39% of portfolio
|
Q2 2025
Added 35.07%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
28,023
shares
|
$2.48 Million
0.21% of portfolio
|
Q2 2025
Added 378.62%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
28,006
shares
|
$2.48 Million
0.77% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
27,867
shares
|
$2.47 Million
0.44% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
27,845
shares
|
$2.47 Million
0.84% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
27,626
shares
|
$2.45 Million
0.49% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,599
shares
|
$2.45 Million
0.32% of portfolio
|
Q2 2025
Added 47.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
27,449
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
27,425
shares
|
$2.43 Million
1.16% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
27,339
shares
|
$2.42 Million
1.28% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
27,252
shares
|
$2.41 Million
0.21% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
26,997
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,848
shares
|
$2.38 Million
0.06% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
26,831
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
26,812
shares
|
$2.38 Million
1.38% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
26,804
shares
|
$2.37 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
26,635
shares
|
$2.36 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,630
shares
|
$2.36 Million
0.35% of portfolio
|
Q2 2023
Added 11478.26%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
26,414
shares
|
$2.34 Million
0.49% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
26,347
shares
|
$2.33 Million
0.39% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
26,271
shares
|
$2.33 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
26,159
shares
|
$2.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 73.32%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
26,044
shares
|
$2.31 Million
0.11% of portfolio
|
Q4 2024
Added 92.05%
|