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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,428
shares
|
$768,664
0.0% of portfolio
|
Q1 2025
Reduced 89.82%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,391
shares
|
$765,648
0.0% of portfolio
|
Q1 2025
Reduced 93.88%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
9,347
shares
|
$762,060
0.07% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
9,342
shares
|
$761,653
0.4% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
9,331
shares
|
$760,756
0.43% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
9,290
shares
|
$757,413
0.16% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,266
shares
|
$755,456
0.29% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
9,250
shares
|
$754,152
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
9,246
shares
|
$753,826
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
9,228
shares
|
$752,358
0.28% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$752,032
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,196
shares
|
$749,749
0.14% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
9,166
shares
|
$747,303
0.21% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,158
shares
|
$746,651
0.09% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
9,151
shares
|
$746,081
0.06% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$744,450
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
9,097
shares
|
$741,678
0.14% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
9,058
shares
|
$738,498
0.02% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
9,053
shares
|
$738,091
0.35% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
9,046
shares
|
$737,520
0.16% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
8,980
shares
|
$732,139
0.31% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
8,935
shares
|
$728,470
0.07% of portfolio
|
Q1 2025
Added 127.18%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
8,893
shares
|
$725,046
0.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
8,887
shares
|
$724,557
0.12% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
8,798
shares
|
$717,300
0.18% of portfolio
|
Q1 2025
Reduced 3.8%
|