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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,710
shares
|
$2.01 Million
0.03% of portfolio
|
Q4 2023
Added 837.76%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
24,697
shares
|
$2.01 Million
0.57% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,669
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2022
Added 2.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
24,643
shares
|
$2.01 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
24,583
shares
|
$2 Million
0.56% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
24,570
shares
|
$2 Million
1.83% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
24,236
shares
|
$1.98 Million
0.33% of portfolio
|
Q1 2025
Added 72.01%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
24,146
shares
|
$1.97 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
24,093
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
23,988
shares
|
$1.96 Million
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,953
shares
|
$1.95 Million
1.86% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
23,922
shares
|
$1.95 Million
1.52% of portfolio
|
Q1 2025
Added 56.75%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
23,796
shares
|
$1.94 Million
0.95% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
23,790
shares
|
$1.94 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
23,741
shares
|
$1.94 Million
0.64% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
23,739
shares
|
$1.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
23,684
shares
|
$1.93 Million
0.5% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
23,645
shares
|
$1.93 Million
2.1% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,631
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
23,576
shares
|
$1.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23,519
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,421
shares
|
$1.91 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
23,318
shares
|
$1.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
23,146
shares
|
$1.89 Million
0.66% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,966
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.54%
|