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 |
|---|---|---|---|---|---|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
11,225
shares
|
$915,174
0.08% of portfolio
|
Q1 2025
Added 91.49%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
11,222
shares
|
$914,929
0.09% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
11,188
shares
|
$912,157
0.9% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
11,142
shares
|
$908,407
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$902,537
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$901,966
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,058
shares
|
$901,558
0.1% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,032
shares
|
$899,438
0.24% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,996
shares
|
$896,503
0.28% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
10,995
shares
|
$896,422
0.08% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
10,921
shares
|
$890,389
0.22% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
10,894
shares
|
$888,187
0.26% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
10,787
shares
|
$879,464
0.94% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,764
shares
|
$877,588
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,750
shares
|
$876,447
0.95% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
10,698
shares
|
$872,207
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$870,903
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
10,639
shares
|
$867,397
0.62% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
10,621
shares
|
$865,930
0.35% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,601
shares
|
$864,299
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
10,595
shares
|
$863,810
0.11% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
10,573
shares
|
$862,016
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
10,553
shares
|
$860,386
0.19% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
10,550
shares
|
$860,141
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
10,545
shares
|
$859,733
0.31% of portfolio
|
Q1 2025
Added 1.2%
|