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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
18,732
shares
|
$1.66 Million
1.21% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
18,724
shares
|
$1.66 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
18,706
shares
|
$1.66 Million
0.52% of portfolio
|
Q2 2025
Reduced 37.38%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
18,662
shares
|
$1.65 Million
0.22% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
18,633
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.65 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
18,575
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.66%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
18,570
shares
|
$1.65 Million
0.24% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
18,566
shares
|
$1.64 Million
0.08% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,552
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
18,497
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2025
Reduced 71.69%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
18,486
shares
|
$1.64 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,406
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
18,282
shares
|
$1.62 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.62 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
18,250
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
18,110
shares
|
$1.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
18,091
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Condire Management, LP
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18,030
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2025
Reduced 77.46%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
18,008
shares
|
$1.6 Million
0.15% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
17,977
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 50.48%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
17,970
shares
|
$1.59 Million
1.75% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
17,943
shares
|
$1.59 Million
0.2% of portfolio
|
Q2 2025
Added 1.83%
|