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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,822
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
11,725
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,680
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Added 120.34%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
11,671
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
11,662
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
11,652
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 82.36%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
11,636
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
11,489
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
11,488
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
11,468
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
11,464
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
11,432
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
11,414
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
11,388
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
11,364
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
11,337
shares
|
$1 Million
0.06% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$1 Million
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
11,301
shares
|
$1 Million
0.73% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
11,300
shares
|
$1 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,300
shares
|
$1 Million
0.37% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
11,272
shares
|
$998,699
0.08% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
11,222
shares
|
$994,269
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
11,220
shares
|
$994,091
0.54% of portfolio
|
Q2 2025
Reduced 24.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
11,151
shares
|
$987,978
0.01% of portfolio
|
Q2 2025
Added 45.03%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
11,142
shares
|
$987,181
0.34% of portfolio
|
Q1 2025
New holding
|