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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
13,856
shares
|
$1.13 Million
0.63% of portfolio
|
Q1 2025
Reduced 40.71%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
13,829
shares
|
$1.13 Million
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
13,792
shares
|
$1.12 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,769
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,709
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
13,649
shares
|
$1.11 Million
0.23% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
13,616
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 37.63%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,568
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
13,544
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
13,530
shares
|
$1.1 Million
0.56% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,526
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
13,464
shares
|
$1.1 Million
0.71% of portfolio
|
Q1 2025
Added 141.77%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
13,447
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
13,426
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
13,355
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
13,336
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
13,262
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
13,194
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
Added 230.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13,192
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 129.11%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
13,150
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
13,144
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
Reduced 86.74%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
13,100
shares
|
$1.07 Million
0.91% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
13,094
shares
|
$1.07 Million
1.16% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,057
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
12,997
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.24%
|