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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
18,712
shares
|
$1.53 Million
0.49% of portfolio
|
Q1 2025
Added 115.7%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
18,696
shares
|
$1.52 Million
0.47% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,692
shares
|
$1.52 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
18,692
shares
|
$1.52 Million
0.3% of portfolio
|
Q1 2025
Added 184.29%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
18,686
shares
|
$1.52 Million
0.36% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
18,657
shares
|
$1.52 Million
0.36% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,628
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 82.66%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.52 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
18,565
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
18,529
shares
|
$1.51 Million
0.07% of portfolio
|
Q1 2025
Added 193.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,479
shares
|
$1.51 Million
0.09% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
18,467
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
Added 215.41%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
18,278
shares
|
$1.49 Million
0.53% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.49 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
18,234
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
18,211
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
18,145
shares
|
$1.48 Million
0.58% of portfolio
|
Q1 2025
Added 152.36%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
17,970
shares
|
$1.47 Million
1.75% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
17,941
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
17,923
shares
|
$1.46 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
17,840
shares
|
$1.45 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
17,831
shares
|
$1.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
17,827
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,817
shares
|
$1.45 Million
0.51% of portfolio
|
Q1 2025
Added 191.84%
|