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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
9,268
shares
|
$821,144
0.15% of portfolio
|
Q2 2025
Added 46.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,267
shares
|
$821,056
0.34% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
9,263
shares
|
$820,701
0.08% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,236
shares
|
$818,309
0.12% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$817,246
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
9,209
shares
|
$815,917
0.07% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
9,187
shares
|
$813,968
0.1% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$809,006
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
9,098
shares
|
$806,082
0.01% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
9,077
shares
|
$804,222
0.05% of portfolio
|
Q2 2025
Reduced 35.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
9,077
shares
|
$804,222
0.06% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
9,064
shares
|
$803,070
0.19% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
9,060
shares
|
$802,716
0.3% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
9,058
shares
|
$802,538
0.02% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
9,052
shares
|
$802,007
0.04% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
9,022
shares
|
$799,349
0.11% of portfolio
|
Q2 2025
Reduced 43.09%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
8,985
shares
|
$796,071
0.29% of portfolio
|
Q2 2025
Reduced 99.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
8,983
shares
|
$795,893
0.0% of portfolio
|
Q2 2025
Reduced 31.91%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
8,953
shares
|
$793,235
0.08% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
8,952
shares
|
$793,147
0.09% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
8,901
shares
|
$788,628
0.22% of portfolio
|
Q2 2025
Added 163.89%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
8,884
shares
|
$787,122
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
8,880
shares
|
$786,768
0.5% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,871
shares
|
$785,970
0.02% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8,863
shares
|
$785,261
0.08% of portfolio
|
Q2 2025
Added 98.37%
|