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 |
|---|---|---|---|---|---|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
6,950
shares
|
$566,633
0.59% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,943
shares
|
$566,062
0.28% of portfolio
|
Q3 2023
Added 9.17%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
6,907
shares
|
$563,127
0.43% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
6,900
shares
|
$562,557
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$562,149
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,842
shares
|
$557,828
0.02% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,841
shares
|
$557,746
0.14% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
6,839
shares
|
$557,583
0.38% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,832
shares
|
$557,012
0.05% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
6,828
shares
|
$556,686
0.46% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
6,791
shares
|
$553,670
0.31% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
6,789
shares
|
$553,507
0.04% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
6,786
shares
|
$553,262
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
6,782
shares
|
$552,936
0.01% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,749
shares
|
$550,245
0.03% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,744
shares
|
$549,838
0.04% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
6,742
shares
|
$549,675
0.4% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$549,593
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
6,736
shares
|
$549,186
0.34% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
6,731
shares
|
$548,778
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
6,731
shares
|
$548,778
0.07% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
6,725
shares
|
$548,289
0.16% of portfolio
|
Q1 2025
Added 123.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
6,725
shares
|
$548,289
0.13% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
6,719
shares
|
$547,800
0.29% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
6,696
shares
|
$545,924
0.01% of portfolio
|
Q1 2025
New holding
|