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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
8,838
shares
|
$783,046
0.07% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
8,775
shares
|
$777,465
0.31% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
8,767
shares
|
$776,756
0.19% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,765
shares
|
$776,579
0.15% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
8,763
shares
|
$776,401
0.11% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
8,705
shares
|
$771,263
0.46% of portfolio
|
Q1 2025
Reduced 98.93%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
8,621
shares
|
$763,820
0.52% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
8,610
shares
|
$762,846
0.12% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8,605
shares
|
$762,403
0.05% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
8,601
shares
|
$762,048
0.37% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
8,585
shares
|
$760,631
0.21% of portfolio
|
Q2 2025
Added 45.07%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
8,521
shares
|
$754,960
0.21% of portfolio
|
Q2 2025
Added 32.46%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,517
shares
|
$754,606
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,513
shares
|
$754,251
0.01% of portfolio
|
Q2 2025
Reduced 56.75%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
8,492
shares
|
$752,391
0.22% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
8,491
shares
|
$752,302
0.26% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
8,453
shares
|
$748,935
0.44% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
8,429
shares
|
$746,809
0.33% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
8,427
shares
|
$746,632
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
8,390
shares
|
$743,354
0.11% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
8,358
shares
|
$740,518
0.34% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$739,012
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$739,012
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
8,314
shares
|
$736,620
0.13% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
8,309
shares
|
$736,177
0.18% of portfolio
|
Q2 2025
Added 28.26%
|