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 |
|---|---|---|---|---|---|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
15,710
shares
|
$1.28 Million
1.25% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
15,633
shares
|
$1.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 54.32%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,627
shares
|
$1.27 Million
0.17% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.26 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,405
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
15,340
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
15,336
shares
|
$1.25 Million
0.11% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
15,219
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
15,135
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
15,075
shares
|
$1.23 Million
0.39% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
14,991
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
14,988
shares
|
$1.22 Million
0.61% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
14,910
shares
|
$1.22 Million
0.42% of portfolio
|
Q4 2024
Added 51.99%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
14,866
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
14,844
shares
|
$1.21 Million
0.87% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
14,755
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
14,742
shares
|
$1.2 Million
0.32% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
14,729
shares
|
$1.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
14,716
shares
|
$1.2 Million
0.91% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
14,656
shares
|
$1.19 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,650
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,645
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
14,633
shares
|
$1.19 Million
0.98% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
14,604
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,574
shares
|
$1.19 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.48%
|