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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,992
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
12,987
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
12,963
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
12,936
shares
|
$1.05 Million
0.47% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
12,875
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,807
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
12,796
shares
|
$1.04 Million
0.51% of portfolio
|
Q1 2025
Added 22.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
12,791
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2025
Reduced 95.72%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
12,781
shares
|
$1.04 Million
0.41% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,754
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,749
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
12,705
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
12,620
shares
|
$1.03 Million
1.09% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.02 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
12,425
shares
|
$1.01 Million
1.26% of portfolio
|
Q1 2025
Added 119.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12,420
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,400
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 88.78%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
12,374
shares
|
$1.01 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,311
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
12,269
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
12,260
shares
|
$999,557
0.17% of portfolio
|
Q3 2024
Added 4390.84%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
12,227
shares
|
$996,867
1.01% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
12,186
shares
|
$993,524
0.07% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,113
shares
|
$987,572
0.46% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,067
shares
|
$983,822
1.32% of portfolio
|
Q1 2025
Added 91.21%
|