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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
7,953
shares
|
$648,408
0.42% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
7,925
shares
|
$646,125
0.4% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
7,899
shares
|
$644,005
0.61% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$643,353
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
7,861
shares
|
$640,907
0.06% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
7,861
shares
|
$640,907
0.95% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
7,841
shares
|
$639,276
0.0% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
7,829
shares
|
$638,298
0.29% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,827
shares
|
$638,135
0.11% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
7,803
shares
|
$636,178
0.2% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
7,803
shares
|
$636,178
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
7,802
shares
|
$636,097
0.15% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
7,798
shares
|
$635,770
0.71% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
7,781
shares
|
$634,384
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
7,776
shares
|
$633,977
0.21% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
7,774
shares
|
$633,814
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,734
shares
|
$630,553
0.18% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
7,733
shares
|
$630,471
0.09% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
7,730
shares
|
$630,226
0.6% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
7,727
shares
|
$629,982
0.1% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,689
shares
|
$626,884
0.01% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
7,666
shares
|
$625,008
0.16% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
7,663
shares
|
$624,764
0.16% of portfolio
|
Q1 2025
Added 32.81%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,662
shares
|
$624,682
0.06% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
7,657
shares
|
$624,275
0.24% of portfolio
|
Q1 2025
Added 0.12%
|