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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
6,328
shares
|
$515,921
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
6,323
shares
|
$515,514
0.2% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$514,291
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$513,231
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
6,272
shares
|
$511,356
0.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
6,264
shares
|
$510,703
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
6,218
shares
|
$506,953
0.3% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
6,213
shares
|
$506,545
0.13% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,202
shares
|
$505,649
0.16% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
6,199
shares
|
$505,404
0.23% of portfolio
|
Q1 2025
Added 49.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,178
shares
|
$503,692
0.03% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
6,151
shares
|
$501,491
0.21% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
6,122
shares
|
$499,126
0.5% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
6,107
shares
|
$497,903
0.01% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,104
shares
|
$497,659
0.1% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
6,082
shares
|
$495,865
0.04% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,055
shares
|
$493,664
0.0% of portfolio
|
Q1 2025
Added 205.96%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
6,042
shares
|
$492,604
0.62% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,027
shares
|
$491,381
0.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,018
shares
|
$490,647
0.03% of portfolio
|
Q1 2025
Added 44.8%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,014
shares
|
$490,321
0.03% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
6,014
shares
|
$490,321
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
6,000
shares
|
$489,180
0.05% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,980
shares
|
$487,549
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
5,972
shares
|
$486,897
0.16% of portfolio
|
Q1 2025
Reduced 7.25%
|