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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
7,000
shares
|
$620,200
0.16% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
6,974
shares
|
$617,896
0.13% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,943
shares
|
$615,149
0.28% of portfolio
|
Q3 2023
Added 9.17%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,935
shares
|
$614,441
0.17% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
6,909
shares
|
$612,137
0.22% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
6,907
shares
|
$611,960
0.37% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
6,900
shares
|
$611,340
0.09% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$610,897
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,892
shares
|
$610,631
0.04% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
6,879
shares
|
$609,479
0.02% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
6,860
shares
|
$607,796
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,843
shares
|
$606,289
0.01% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
6,831
shares
|
$605,226
0.07% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
6,819
shares
|
$604,163
0.21% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
6,818
shares
|
$604,074
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,808
shares
|
$603,188
0.08% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
6,805
shares
|
$602,923
0.26% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,744
shares
|
$597,518
0.15% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$597,252
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
6,738
shares
|
$596,986
0.0% of portfolio
|
Q2 2025
Added 60.89%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,734
shares
|
$596,632
0.15% of portfolio
|
Q2 2025
Reduced 77.08%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
6,696
shares
|
$593,265
0.08% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
6,673
shares
|
$591,227
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
6,673
shares
|
$591,227
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$590,253
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|