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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,101
shares
|
$983,548
0.2% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$980,801
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$980,181
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,996
shares
|
$974,245
0.28% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
10,974
shares
|
$972,296
0.26% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,954
shares
|
$970,524
0.17% of portfolio
|
Q2 2025
Reduced 81.91%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
10,891
shares
|
$964,942
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
10,859
shares
|
$962,107
0.78% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
10,811
shares
|
$957,854
0.03% of portfolio
|
Q2 2025
Reduced 71.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,789
shares
|
$955,905
0.08% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,750
shares
|
$952,449
0.83% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,715
shares
|
$949,348
0.16% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$946,425
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
10,675
shares
|
$945,804
0.28% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
10,590
shares
|
$938,273
0.06% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
10,581
shares
|
$937,476
0.02% of portfolio
|
Q2 2025
Added 88.71%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
10,532
shares
|
$933,135
0.77% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
10,522
shares
|
$932,249
0.38% of portfolio
|
Q2 2025
Added 27.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,473
shares
|
$927,907
0.0% of portfolio
|
Q2 2025
Reduced 37.39%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
10,461
shares
|
$926,844
0.29% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,460
shares
|
$926,755
0.06% of portfolio
|
Q2 2025
Reduced 88.42%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,444
shares
|
$925,338
0.17% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
10,411
shares
|
$922,414
0.81% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
10,403
shares
|
$921,705
0.08% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
10,382
shares
|
$919,845
0.16% of portfolio
|
Q2 2025
Reduced 4.94%
|