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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
21,738
shares
|
$1.93 Million
0.12% of portfolio
|
Q2 2025
Added 48.85%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
21,654
shares
|
$1.92 Million
0.12% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
21,603
shares
|
$1.91 Million
0.38% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$1.9 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
21,193
shares
|
$1.88 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
21,166
shares
|
$1.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
21,116
shares
|
$1.87 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
21,010
shares
|
$1.86 Million
1.26% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
20,932
shares
|
$1.85 Million
1.15% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.85 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
20,853
shares
|
$1.85 Million
0.1% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
20,799
shares
|
$1.84 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
20,752
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2025
Added 294.3%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
20,536
shares
|
$1.82 Million
1.49% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
20,490
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.81 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
20,399
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
20,358
shares
|
$1.8 Million
0.82% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.8 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
20,263
shares
|
$1.8 Million
1.38% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
20,058
shares
|
$1.78 Million
0.43% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$1.77 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
19,931
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
19,705
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
19,540
shares
|
$1.73 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.65%
|