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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,217
shares
|
$588,402
0.06% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
7,208
shares
|
$587,668
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
7,194
shares
|
$586,526
0.13% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
7,180
shares
|
$585,385
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,170
shares
|
$584,570
0.0% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,154
shares
|
$583,265
0.02% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
7,143
shares
|
$582,368
0.08% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,141
shares
|
$582,205
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
7,115
shares
|
$580,085
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,089
shares
|
$577,966
0.1% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
7,075
shares
|
$576,824
0.11% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,065
shares
|
$576,009
0.15% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$574,541
0.29% of portfolio
|
Q1 2023
Added 126.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
7,044
shares
|
$574,297
0.08% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,040
shares
|
$573,971
0.02% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,039
shares
|
$573,889
0.06% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
7,021
shares
|
$572,422
0.01% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
7,002
shares
|
$570,873
0.08% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
6,998
shares
|
$570,546
0.03% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
6,997
shares
|
$570,465
0.2% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,989
shares
|
$569,813
0.22% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
6,975
shares
|
$568,671
0.07% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,969
shares
|
$568,182
0.03% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
6,969
shares
|
$568,182
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
6,965
shares
|
$567,856
0.51% of portfolio
|
Q1 2025
Reduced 11.76%
|