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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.3 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
25,828
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
25,822
shares
|
$2.29 Million
0.32% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,712
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.27 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
25,591
shares
|
$2.27 Million
1.28% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
25,568
shares
|
$2.27 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.26 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
25,436
shares
|
$2.25 Million
0.07% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
25,420
shares
|
$2.25 Million
0.1% of portfolio
|
Q2 2025
Reduced 43.64%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
25,382
shares
|
$2.25 Million
0.41% of portfolio
|
Q2 2025
Added 68.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.25 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
25,326
shares
|
$2.24 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,217
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,208
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
25,173
shares
|
$2.23 Million
0.53% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
25,095
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
25,000
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,976
shares
|
$2.21 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
24,963
shares
|
$2.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
24,889
shares
|
$2.21 Million
0.15% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
24,882
shares
|
$2.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,864
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Added 291.56%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
24,784
shares
|
$2.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 61.57%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,710
shares
|
$2.19 Million
0.03% of portfolio
|
Q4 2023
Added 837.76%
|