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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,758
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 32.19%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
12,675
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
12,633
shares
|
$1.12 Million
0.7% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,590
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
12,529
shares
|
$1.11 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,439
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
12,409
shares
|
$1.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
12,359
shares
|
$1.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,333
shares
|
$1.09 Million
0.35% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
12,279
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,277
shares
|
$1.09 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
12,252
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2025
Added 53.07%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
12,169
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,160
shares
|
$1.08 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,116
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
12,098
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
Added 55.06%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
11,971
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2025
Reduced 52.09%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
11,910
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 45.01%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
11,888
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 76.62%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
11,834
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,833
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,828
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.71%
|