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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
21,799
shares
|
$1.78 Million
0.44% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
21,599
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
21,455
shares
|
$1.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$1.75 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
21,409
shares
|
$1.75 Million
0.76% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
21,335
shares
|
$1.74 Million
0.44% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
21,315
shares
|
$1.74 Million
0.42% of portfolio
|
Q1 2025
Added 236.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
21,190
shares
|
$1.73 Million
1.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
21,175
shares
|
$1.73 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
21,155
shares
|
$1.72 Million
0.89% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
21,151
shares
|
$1.72 Million
0.99% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
21,125
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
20,938
shares
|
$1.71 Million
0.14% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
20,925
shares
|
$1.71 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.7 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
20,802
shares
|
$1.7 Million
1.3% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
20,792
shares
|
$1.7 Million
0.12% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
20,660
shares
|
$1.68 Million
1.78% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,593
shares
|
$1.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.67 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
20,358
shares
|
$1.66 Million
0.82% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.65 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
20,147
shares
|
$1.64 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
19,955
shares
|
$1.63 Million
0.51% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
19,905
shares
|
$1.62 Million
0.23% of portfolio
|
Q1 2025
Added 18.5%
|