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 |
|---|---|---|---|---|---|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,872
shares
|
$874,659
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
9,820
shares
|
$870,052
0.13% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,775
shares
|
$866,065
0.2% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
9,751
shares
|
$863,938
0.05% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
9,731
shares
|
$862,166
0.1% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$861,635
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
9,714
shares
|
$860,660
0.45% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,695
shares
|
$858,977
0.09% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
9,689
shares
|
$858,445
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
9,659
shares
|
$855,787
0.04% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
9,627
shares
|
$852,952
0.19% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,626
shares
|
$852,863
0.37% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,616
shares
|
$851,977
0.02% of portfolio
|
Q2 2025
Reduced 97.52%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
9,566
shares
|
$847,547
0.06% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
9,555
shares
|
$846,573
0.03% of portfolio
|
Q2 2025
Added 54.66%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$845,509
0.11% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
9,531
shares
|
$844,446
0.27% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
9,521
shares
|
$843,560
0.05% of portfolio
|
Q3 2023
Added 6.08%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$836,738
3.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
9,444
shares
|
$836,738
0.52% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
9,444
shares
|
$836,738
0.24% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
9,403
shares
|
$833,105
0.16% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
9,377
shares
|
$830,802
0.09% of portfolio
|
Q2 2025
Added 161.93%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,334
shares
|
$826,992
0.05% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,278
shares
|
$822,030
0.03% of portfolio
|
Q2 2025
Reduced 5.37%
|