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 |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
10,531
shares
|
$858,592
0.89% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
10,477
shares
|
$854,189
0.11% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
10,405
shares
|
$848,319
0.54% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
10,393
shares
|
$847,341
0.87% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
10,349
shares
|
$843,753
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
10,340
shares
|
$843,020
0.08% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,336
shares
|
$842,694
0.03% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,332
shares
|
$842,367
0.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$842,204
1.6% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
10,329
shares
|
$842,123
1.09% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
10,314
shares
|
$840,900
0.11% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$837,639
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,271
shares
|
$837,394
0.06% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
10,267
shares
|
$837,068
0.46% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
10,218
shares
|
$833,073
0.1% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
10,205
shares
|
$832,013
0.06% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
10,145
shares
|
$827,121
0.46% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$823,860
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
10,091
shares
|
$822,719
0.96% of portfolio
|
Q1 2025
Added 54.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10,074
shares
|
$821,333
0.16% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
10,045
shares
|
$818,968
0.41% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
9,990
shares
|
$814,484
0.01% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,985
shares
|
$814,077
0.38% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
9,977
shares
|
$813,424
0.56% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,975
shares
|
$813,261
0.26% of portfolio
|
Q1 2025
Reduced 7.42%
|