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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
19,788
shares
|
$1.61 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,685
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 34.75%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
19,668
shares
|
$1.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
19,633
shares
|
$1.6 Million
0.49% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
19,594
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.59 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
19,473
shares
|
$1.59 Million
1.5% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19,462
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
19,428
shares
|
$1.58 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,206
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.57 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
19,162
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.56 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
19,068
shares
|
$1.55 Million
0.48% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
19,050
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
18,943
shares
|
$1.54 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
18,868
shares
|
$1.54 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
18,857
shares
|
$1.54 Million
1.46% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.54 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
18,841
shares
|
$1.54 Million
1.16% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
18,835
shares
|
$1.54 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
18,814
shares
|
$1.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
18,755
shares
|
$1.53 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
18,748
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Reduced 49.03%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
18,740
shares
|
$1.53 Million
1.14% of portfolio
|
Q1 2025
Added 32.83%
|