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 |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
24,380
shares
|
$2.16 Million
0.75% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,017
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 73.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
23,975
shares
|
$2.12 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,953
shares
|
$2.12 Million
1.86% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
23,883
shares
|
$2.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
23,880
shares
|
$2.12 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
23,873
shares
|
$2.12 Million
1.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
23,849
shares
|
$2.11 Million
0.45% of portfolio
|
Q2 2025
Added 64.57%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
23,729
shares
|
$2.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
23,605
shares
|
$2.09 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
23,561
shares
|
$2.09 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,421
shares
|
$2.08 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,226
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
23,191
shares
|
$2.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
23,144
shares
|
$2.05 Million
1.3% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
23,101
shares
|
$2.05 Million
0.19% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
23,009
shares
|
$2.04 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
23,000
shares
|
$2.04 Million
0.37% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
22,974
shares
|
$2.04 Million
0.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
22,925
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Added 79.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,922
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
22,811
shares
|
$2.02 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
22,791
shares
|
$2.02 Million
0.85% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
22,775
shares
|
$2.02 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,685
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.89%
|