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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
25,954
shares
|
$2.12 Million
0.38% of portfolio
|
Q1 2025
Added 79.14%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
25,908
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Added 645.55%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
25,901
shares
|
$2.11 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
25,861
shares
|
$2.11 Million
0.25% of portfolio
|
Q1 2025
Reduced 44.71%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
25,760
shares
|
$2.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
25,745
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.09 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
25,494
shares
|
$2.08 Million
0.31% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.08 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
25,457
shares
|
$2.08 Million
1.46% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
25,391
shares
|
$2.07 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
25,365
shares
|
$2.07 Million
0.38% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
25,346
shares
|
$2.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
25,285
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
25,269
shares
|
$2.06 Million
0.11% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
25,214
shares
|
$2.06 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
25,178
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
25,068
shares
|
$2.04 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
25,000
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
24,984
shares
|
$2.04 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
24,954
shares
|
$2.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
24,921
shares
|
$2.03 Million
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,864
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Added 291.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
24,716
shares
|
$2.02 Million
0.24% of portfolio
|
Q1 2025
Added 2.85%
|