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 |
|---|---|---|---|---|---|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
9,955
shares
|
$811,631
0.67% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$810,163
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
9,919
shares
|
$808,696
0.02% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,892
shares
|
$806,494
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
9,872
shares
|
$804,864
0.57% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,870
shares
|
$804,701
0.03% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
9,804
shares
|
$799,320
0.05% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
9,798
shares
|
$798,830
0.44% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
9,788
shares
|
$798,015
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
9,731
shares
|
$793,368
1.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$792,879
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,695
shares
|
$790,433
0.43% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
9,682
shares
|
$789,373
0.12% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
9,657
shares
|
$787,335
0.13% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
9,651
shares
|
$786,846
0.18% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,627
shares
|
$784,889
0.01% of portfolio
|
Q1 2025
Added 34.32%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
9,621
shares
|
$784,400
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
9,581
shares
|
$781,138
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
9,573
shares
|
$780,486
0.59% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
9,544
shares
|
$778,122
0.35% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$778,040
0.11% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
9,521
shares
|
$776,247
0.06% of portfolio
|
Q3 2023
Added 6.08%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
9,515
shares
|
$775,757
0.19% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
9,473
shares
|
$772,333
0.11% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$769,969
3.02% of portfolio
|
Q4 2024
Added 0.11%
|