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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
13,630
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
13,627
shares
|
$1.21 Million
0.63% of portfolio
|
Q2 2025
Reduced 83.02%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
13,574
shares
|
$1.2 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,568
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
13,459
shares
|
$1.19 Million
0.44% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,422
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 52.74%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
13,342
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
13,278
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
13,271
shares
|
$1.18 Million
0.41% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
13,264
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,223
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,180
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
13,175
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
13,164
shares
|
$1.17 Million
0.85% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
13,150
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
13,110
shares
|
$1.16 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
13,104
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,102
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,057
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
12,997
shares
|
$1.15 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,962
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 76.45%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
12,919
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
12,900
shares
|
$1.14 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
12,892
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,765
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Added 0.13%
|