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 |
|---|---|---|---|---|---|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
15,475
shares
|
$1.37 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.37 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
15,222
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
15,219
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
15,156
shares
|
$1.34 Million
0.86% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
15,134
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
15,102
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,087
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
15,000
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,967
shares
|
$1.33 Million
0.56% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
14,929
shares
|
$1.32 Million
0.79% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
14,910
shares
|
$1.32 Million
0.35% of portfolio
|
Q4 2024
Added 51.99%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
14,890
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
14,887
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
14,877
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,805
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,785
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 30.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
14,750
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,710
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
14,671
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
14,576
shares
|
$1.29 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
14,500
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
14,453
shares
|
$1.28 Million
0.87% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|