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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,267
shares
|
$732,456
0.23% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,254
shares
|
$731,304
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$730,329
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
8,237
shares
|
$729,798
0.63% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
8,227
shares
|
$728,912
0.57% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
8,217
shares
|
$728,026
0.09% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,209
shares
|
$727,317
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
8,206
shares
|
$727,051
0.31% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
8,192
shares
|
$725,811
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
8,148
shares
|
$721,912
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
8,142
shares
|
$721,381
0.05% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
8,128
shares
|
$720,140
0.19% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,120
shares
|
$719,432
0.19% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,120
shares
|
$719,432
0.08% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,106
shares
|
$718,191
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
8,099
shares
|
$717,571
0.7% of portfolio
|
Q2 2025
Added 34.05%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
8,054
shares
|
$713,584
0.05% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
8,035
shares
|
$711,901
0.39% of portfolio
|
Q2 2025
Added 19.18%
|
|
|
Vpr Management LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$708,800
0.32% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,995
shares
|
$708,357
0.27% of portfolio
|
Q2 2025
Reduced 66.4%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,986
shares
|
$707,559
0.2% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
7,965
shares
|
$705,699
0.1% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
7,930
shares
|
$702,598
0.51% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,893
shares
|
$699,319
0.55% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$699,142
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|