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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
17,720
shares
|
$1.44 Million
0.07% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,705
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
17,700
shares
|
$1.44 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
17,662
shares
|
$1.44 Million
1.53% of portfolio
|
Q1 2025
Reduced 56.46%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
17,620
shares
|
$1.44 Million
0.29% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
17,611
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
17,598
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
17,565
shares
|
$1.43 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,486
shares
|
$1.43 Million
0.42% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
17,484
shares
|
$1.43 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
17,467
shares
|
$1.42 Million
0.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
17,446
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,441
shares
|
$1.42 Million
0.42% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
17,437
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
17,288
shares
|
$1.41 Million
1.38% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,027
shares
|
$1.39 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.39 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,985
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
16,868
shares
|
$1.38 Million
0.85% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
16,788
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
16,784
shares
|
$1.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
16,751
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
16,728
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
16,722
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
16,717
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.32%
|