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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
19,537
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 48.68%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,509
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
19,457
shares
|
$1.72 Million
1.1% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
19,424
shares
|
$1.72 Million
0.51% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,206
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
19,206
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Added 41.05%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,200
shares
|
$1.7 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.7 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
19,129
shares
|
$1.69 Million
0.76% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
19,113
shares
|
$1.69 Million
0.41% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.69 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
19,083
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
18,994
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
18,943
shares
|
$1.68 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
18,926
shares
|
$1.68 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,888
shares
|
$1.67 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
18,884
shares
|
$1.67 Million
1.16% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
18,856
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 70.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
18,854
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.67 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
18,829
shares
|
$1.67 Million
0.46% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
18,820
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
18,753
shares
|
$1.66 Million
0.59% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
18,732
shares
|
$1.66 Million
1.32% of portfolio
|
Q2 2025
Added 31.67%
|