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 |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
10,349
shares
|
$916,921
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,336
shares
|
$915,769
0.03% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,331
shares
|
$915,326
0.07% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$915,237
1.6% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
10,329
shares
|
$915,149
1.11% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$910,276
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
10,234
shares
|
$906,732
0.35% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
10,228
shares
|
$906,200
0.45% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
10,212
shares
|
$904,783
0.01% of portfolio
|
Q2 2025
Reduced 70.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,151
shares
|
$899,378
0.01% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,111
shares
|
$895,834
0.08% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$895,303
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,096
shares
|
$894,505
0.16% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
10,082
shares
|
$893,265
0.03% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
10,079
shares
|
$892,999
0.11% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
10,052
shares
|
$890,607
0.01% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
10,018
shares
|
$887,594
0.36% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
10,011
shares
|
$886,974
0.1% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,988
shares
|
$884,936
0.32% of portfolio
|
Q2 2025
Reduced 86.64%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,985
shares
|
$884,671
0.3% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,975
shares
|
$883,785
0.0% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,971
shares
|
$883,430
0.08% of portfolio
|
Q2 2025
Added 76.7%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
9,955
shares
|
$882,013
0.59% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$880,418
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,912
shares
|
$878,203
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|