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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,522
shares
|
$666,449
0.17% of portfolio
|
Q1 2024
Added 82.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$666,183
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
7,516
shares
|
$665,917
0.38% of portfolio
|
Q2 2025
Reduced 58.58%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,516
shares
|
$665,917
0.19% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
7,513
shares
|
$665,651
0.19% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
7,499
shares
|
$664,411
0.27% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
7,490
shares
|
$663,614
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
7,486
shares
|
$663,259
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
7,480
shares
|
$662,728
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,468
shares
|
$661,664
0.05% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
7,455
shares
|
$660,513
0.39% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$659,272
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,419
shares
|
$657,323
0.03% of portfolio
|
Q2 2025
Reduced 71.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,414
shares
|
$656,880
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
7,412
shares
|
$656,703
0.23% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,408
shares
|
$656,348
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
7,407
shares
|
$656,260
0.1% of portfolio
|
Q2 2025
Added 170.13%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
7,403
shares
|
$655,905
0.48% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$653,868
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
7,347
shares
|
$650,944
0.17% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
7,330
shares
|
$649,438
0.13% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
7,306
shares
|
$647,311
0.29% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,305
shares
|
$647,223
0.2% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,296
shares
|
$646,425
0.01% of portfolio
|
Q2 2025
Reduced 49.38%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
7,272
shares
|
$644,299
0.04% of portfolio
|
Q2 2025
Reduced 76.2%
|