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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
16,714
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
16,578
shares
|
$1.35 Million
0.25% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
16,571
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
16,507
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
16,372
shares
|
$1.33 Million
0.31% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
16,359
shares
|
$1.33 Million
0.74% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
16,288
shares
|
$1.33 Million
0.37% of portfolio
|
Q1 2025
Added 124.32%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
16,283
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2025
Reduced 37.16%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
16,222
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.06%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
16,196
shares
|
$1.32 Million
0.83% of portfolio
|
Q1 2025
Added 27.15%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
16,172
shares
|
$1.32 Million
1.55% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.3 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
16,000
shares
|
$1.3 Million
0.2% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.3 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
15,985
shares
|
$1.3 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,979
shares
|
$1.3 Million
0.58% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,919
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
15,911
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,853
shares
|
$1.29 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
15,836
shares
|
$1.29 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,833
shares
|
$1.29 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
15,822
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
15,788
shares
|
$1.29 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
15,714
shares
|
$1.28 Million
0.92% of portfolio
|
Q1 2025
Added 501.61%
|