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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
7,654
shares
|
$624,030
0.06% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
7,647
shares
|
$623,459
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$622,726
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$620,687
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
7,609
shares
|
$620,361
0.14% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
7,607
shares
|
$620,198
0.01% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
7,600
shares
|
$619,628
0.14% of portfolio
|
Q1 2025
Added 38.18%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
7,590
shares
|
$618,812
0.24% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,586
shares
|
$618,486
0.06% of portfolio
|
Q1 2025
Added 108271.43%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
7,570
shares
|
$617,182
0.4% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
7,566
shares
|
$616,855
0.08% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,559
shares
|
$616,285
0.06% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,522
shares
|
$613,268
0.17% of portfolio
|
Q1 2024
Added 82.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$613,024
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,484
shares
|
$610,170
0.06% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
7,458
shares
|
$608,050
0.66% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$606,664
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
7,390
shares
|
$602,506
0.1% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$601,691
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
7,362
shares
|
$600,223
0.2% of portfolio
|
Q1 2025
Reduced 36.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
7,346
shares
|
$598,919
0.07% of portfolio
|
Q1 2025
Added 120.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,302
shares
|
$595,332
0.19% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
7,278
shares
|
$593,375
0.25% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
7,225
shares
|
$589,054
0.14% of portfolio
|
Q1 2025
Added 39.4%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$588,728
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|