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 |
|---|---|---|---|---|---|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.18 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
14,500
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
14,492
shares
|
$1.18 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
14,413
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.63%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
14,392
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
14,350
shares
|
$1.17 Million
0.6% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
14,343
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
14,319
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
14,227
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,201
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
14,198
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Morangie Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,198
shares
|
$1.16 Million
1.29% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
14,155
shares
|
$1.15 Million
0.33% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
14,153
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
14,127
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
14,070
shares
|
$1.15 Million
0.76% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
14,034
shares
|
$1.14 Million
0.91% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
14,013
shares
|
$1.14 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
13,976
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.14 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|