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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
6,692
shares
|
$545,598
0.31% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
6,689
shares
|
$545,354
0.5% of portfolio
|
Q1 2025
Reduced 48.95%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
6,676
shares
|
$544,294
0.64% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
6,670
shares
|
$543,805
0.34% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
6,669
shares
|
$543,723
0.25% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$543,152
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
6,649
shares
|
$542,092
0.28% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
6,623
shares
|
$539,973
0.14% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,605
shares
|
$538,505
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
6,600
shares
|
$538,098
0.25% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
6,574
shares
|
$535,978
0.2% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,549
shares
|
$533,939
0.26% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,535
shares
|
$532,798
0.19% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$530,923
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
6,512
shares
|
$530,923
0.16% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
6,478
shares
|
$528,151
0.19% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
6,440
shares
|
$525,053
0.1% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
6,433
shares
|
$524,482
0.19% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
6,428
shares
|
$524,074
0.48% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
6,408
shares
|
$522,444
0.27% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
6,390
shares
|
$520,976
0.02% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,375
shares
|
$519,753
0.04% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
6,364
shares
|
$518,856
0.06% of portfolio
|
Q1 2025
Added 230.77%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
6,347
shares
|
$517,470
0.04% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,343
shares
|
$517,144
0.01% of portfolio
|
Q1 2025
Reduced 86.52%
|