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 |
|---|---|---|---|---|---|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
22,478
shares
|
$1.99 Million
0.38% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,459
shares
|
$1.99 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
22,401
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,400
shares
|
$1.98 Million
0.12% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
22,387
shares
|
$1.98 Million
0.17% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
22,377
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,371
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
22,355
shares
|
$1.98 Million
0.88% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
22,343
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
22,341
shares
|
$1.98 Million
0.69% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
22,324
shares
|
$1.98 Million
0.57% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,277
shares
|
$1.97 Million
0.41% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
22,263
shares
|
$1.97 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.87%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
22,232
shares
|
$1.97 Million
0.83% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,230
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
22,229
shares
|
$1.97 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,208
shares
|
$1.97 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
22,110
shares
|
$1.96 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
22,109
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
22,081
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 63.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
22,057
shares
|
$1.95 Million
1.15% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
22,005
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
21,968
shares
|
$1.95 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
21,916
shares
|
$1.94 Million
1.98% of portfolio
|
Q4 2022
Added 2.54%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
21,826
shares
|
$1.93 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.59%
|