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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
17,877
shares
|
$1.58 Million
0.28% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
17,830
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
17,825
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 127.33%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
17,681
shares
|
$1.57 Million
0.34% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
17,644
shares
|
$1.56 Million
1.15% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
17,584
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
17,570
shares
|
$1.56 Million
0.93% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
17,527
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
17,464
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
17,456
shares
|
$1.55 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
17,437
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
17,034
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Added 105.3%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,027
shares
|
$1.51 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.51 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
16,977
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
16,949
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
16,948
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
16,922
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 428.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
16,880
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
16,798
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
16,706
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
16,700
shares
|
$1.48 Million
0.81% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
16,576
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
16,512
shares
|
$1.46 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
16,507
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.13%
|