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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7,272
shares
|
$644,299
0.08% of portfolio
|
Q2 2025
Reduced 74.28%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
7,262
shares
|
$643,413
0.27% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
7,254
shares
|
$642,704
0.1% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
7,225
shares
|
$640,135
0.13% of portfolio
|
Q1 2025
Added 39.4%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$639,780
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,206
shares
|
$638,451
0.08% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,201
shares
|
$638,008
0.15% of portfolio
|
Q2 2025
Added 14019.61%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,195
shares
|
$637,477
0.02% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
7,185
shares
|
$636,591
0.04% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,171
shares
|
$635,350
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,170
shares
|
$635,262
0.0% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
7,158
shares
|
$634,198
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,131
shares
|
$631,806
0.09% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
7,121
shares
|
$630,920
0.3% of portfolio
|
Q2 2025
Reduced 30.64%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
7,115
shares
|
$630,389
0.78% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
7,107
shares
|
$629,680
0.01% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
7,083
shares
|
$627,553
0.39% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
7,081
shares
|
$627,376
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,058
shares
|
$625,338
0.11% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,055
shares
|
$625,073
0.18% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
7,052
shares
|
$624,807
0.31% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$624,364
0.29% of portfolio
|
Q1 2023
Added 126.74%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
7,042
shares
|
$623,921
0.09% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
7,022
shares
|
$622,149
0.41% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,000
shares
|
$620,200
0.02% of portfolio
|
Q2 2025
New holding
|