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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
12,058
shares
|
$983,088
0.25% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,057
shares
|
$983,007
0.04% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
12,047
shares
|
$982,191
0.14% of portfolio
|
Q1 2025
Reduced 40.71%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$972,408
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
11,920
shares
|
$971,837
0.9% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
11,919
shares
|
$971,756
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$971,674
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,833
shares
|
$964,744
0.1% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
11,731
shares
|
$956,428
0.39% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,653
shares
|
$950,069
0.06% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
11,649
shares
|
$949,742
0.09% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
11,561
shares
|
$942,568
0.44% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
11,525
shares
|
$939,633
0.11% of portfolio
|
Q1 2025
Reduced 42.44%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
11,518
shares
|
$939,062
0.16% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
11,514
shares
|
$938,736
0.15% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
11,462
shares
|
$934,496
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
11,414
shares
|
$930,583
0.31% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
11,351
shares
|
$925,447
0.2% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
11,341
shares
|
$924,631
0.1% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
11,334
shares
|
$924,061
0.2% of portfolio
|
Q1 2025
Reduced 93.46%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
11,322
shares
|
$923,082
0.22% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$922,348
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,251
shares
|
$917,294
0.16% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
11,247
shares
|
$916,967
0.03% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,238
shares
|
$916,234
0.53% of portfolio
|
Q1 2025
Added 0.49%
|