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 |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
8,313
shares
|
$677,758
0.55% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,311
shares
|
$677,595
0.21% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
8,304
shares
|
$677,025
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,303
shares
|
$676,943
0.12% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
8,301
shares
|
$676,780
0.4% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
8,297
shares
|
$676,454
0.06% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,284
shares
|
$675,394
0.09% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
8,276
shares
|
$674,742
0.7% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,272
shares
|
$674,416
0.36% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
8,259
shares
|
$673,356
0.04% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,254
shares
|
$672,948
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
8,245
shares
|
$672,214
0.21% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
8,244
shares
|
$672,133
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$672,051
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
8,224
shares
|
$670,502
0.49% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
8,223
shares
|
$670,421
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,213
shares
|
$669,605
0.07% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
8,160
shares
|
$665,284
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
8,147
shares
|
$664,224
0.37% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,101
shares
|
$660,474
0.0% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
8,089
shares
|
$659,496
0.12% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
8,054
shares
|
$656,642
0.05% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
8,004
shares
|
$652,566
0.16% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Vpr Management LLC
Houston, TX |
May 15, 2025 Q1 2025 |
8,000
shares
|
$652,240
0.37% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
7,995
shares
|
$651,832
0.11% of portfolio
|
Q1 2025
Reduced 23.08%
|