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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
26,812
shares
|
$2.29 Million
1.38% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
26,804
shares
|
$2.29 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,769
shares
|
$2.29 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,630
shares
|
$2.27 Million
0.35% of portfolio
|
Q2 2023
Added 11478.26%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
26,585
shares
|
$2.27 Million
0.34% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
26,453
shares
|
$2.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
26,328
shares
|
$2.25 Million
1.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
26,273
shares
|
$2.24 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
26,271
shares
|
$2.24 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
26,264
shares
|
$2.24 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
26,225
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
26,159
shares
|
$2.23 Million
0.36% of portfolio
|
Q2 2025
Reduced 73.32%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
26,044
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2024
Added 92.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.22 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
25,908
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Added 645.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
25,901
shares
|
$2.21 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
25,861
shares
|
$2.21 Million
0.25% of portfolio
|
Q1 2025
Reduced 44.71%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
25,822
shares
|
$2.2 Million
0.32% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
25,745
shares
|
$2.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.19 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
25,591
shares
|
$2.18 Million
1.28% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.18 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
25,436
shares
|
$2.17 Million
0.07% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
25,391
shares
|
$2.17 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.17 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|