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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
14,375
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 49.41%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
14,350
shares
|
$1.27 Million
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
14,307
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
14,293
shares
|
$1.27 Million
0.86% of portfolio
|
Q2 2025
Reduced 34.89%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
14,287
shares
|
$1.27 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
14,245
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
14,204
shares
|
$1.26 Million
0.2% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,183
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
14,143
shares
|
$1.25 Million
0.51% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
14,077
shares
|
$1.25 Million
0.23% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
14,076
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
14,013
shares
|
$1.24 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.24 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
13,966
shares
|
$1.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
13,933
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
13,880
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
13,877
shares
|
$1.23 Million
0.94% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
13,863
shares
|
$1.23 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
13,846
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
13,783
shares
|
$1.22 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
13,767
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|