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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8,781
shares
|
$715,914
0.11% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
8,763
shares
|
$714,447
0.26% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
8,758
shares
|
$714,039
0.06% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,707
shares
|
$709,881
0.13% of portfolio
|
Q1 2025
Added 222.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
8,705
shares
|
$709,718
0.46% of portfolio
|
Q1 2025
Reduced 98.93%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
8,678
shares
|
$707,517
0.3% of portfolio
|
Q1 2025
Reduced 25.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,678
shares
|
$707,517
0.13% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
8,668
shares
|
$706,702
0.02% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
8,654
shares
|
$705,560
0.39% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
8,650
shares
|
$705,234
0.02% of portfolio
|
Q1 2025
Added 209.37%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,623
shares
|
$703,033
0.31% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
8,608
shares
|
$701,810
0.22% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
8,601
shares
|
$701,239
0.45% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
8,585
shares
|
$699,935
0.64% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
8,556
shares
|
$697,570
0.06% of portfolio
|
Q1 2025
Added 253.55%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,537
shares
|
$696,021
0.22% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
8,527
shares
|
$695,206
0.06% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,517
shares
|
$694,391
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
8,490
shares
|
$692,189
0.0% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,486
shares
|
$691,863
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
8,398
shares
|
$684,688
0.08% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,379
shares
|
$683,139
0.06% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
8,345
shares
|
$680,367
0.27% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$680,041
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$680,041
0.15% of portfolio
|
Q4 2022
New holding
|