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 |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
7,882
shares
|
$698,345
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
7,861
shares
|
$696,484
0.95% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
7,846
shares
|
$695,155
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
7,843
shares
|
$694,889
0.14% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,825
shares
|
$693,295
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
7,811
shares
|
$692,054
0.05% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,803
shares
|
$691,345
0.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
7,783
shares
|
$689,573
0.17% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
7,743
shares
|
$686,029
0.26% of portfolio
|
Q2 2025
Reduced 58.58%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
7,742
shares
|
$685,941
0.1% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
7,740
shares
|
$685,764
0.07% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,728
shares
|
$684,700
0.05% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7,662
shares
|
$678,853
0.0% of portfolio
|
Q2 2025
Reduced 97.37%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
7,654
shares
|
$678,144
0.14% of portfolio
|
Q2 2025
Reduced 36.52%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$676,726
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
7,634
shares
|
$676,372
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$674,511
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
7,603
shares
|
$673,625
0.01% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
7,592
shares
|
$672,651
0.05% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
7,587
shares
|
$672,208
0.14% of portfolio
|
Q2 2025
Added 58.16%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
7,571
shares
|
$670,790
0.72% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
7,570
shares
|
$670,702
0.36% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,559
shares
|
$669,727
0.06% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
7,538
shares
|
$667,866
0.2% of portfolio
|
Q2 2025
Added 37.88%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,533
shares
|
$667,423
0.05% of portfolio
|
Q2 2025
Reduced 1.58%
|