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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
16,476
shares
|
$1.46 Million
0.26% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
16,471
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,419
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 54.88%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
16,313
shares
|
$1.45 Million
0.38% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
16,306
shares
|
$1.44 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16,176
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
16,144
shares
|
$1.43 Million
0.47% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,129
shares
|
$1.43 Million
0.55% of portfolio
|
Q2 2025
Added 350.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
16,102
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,032
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 51.54%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Nwi Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.42 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
15,917
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
15,853
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,833
shares
|
$1.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
15,833
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,797
shares
|
$1.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 68.44%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
15,776
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
15,734
shares
|
$1.39 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
15,718
shares
|
$1.39 Million
0.8% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
15,705
shares
|
$1.39 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
15,544
shares
|
$1.38 Million
0.48% of portfolio
|
Q2 2025
Reduced 48.03%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
15,484
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 9.4%
|