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 2,176 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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
250,572
shares
|
$20.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
248,251
shares
|
$20.2 Million
0.87% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
239,901
shares
|
$19.6 Million
1.84% of portfolio
|
Q1 2025
Added 187.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
239,799
shares
|
$19.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
237,723
shares
|
$19.4 Million
0.75% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
230,468
shares
|
$18.8 Million
0.04% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
230,175
shares
|
$18.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
227,386
shares
|
$18.5 Million
1.96% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
221,142
shares
|
$18 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
219,718
shares
|
$17.9 Million
0.22% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
219,182
shares
|
$17.9 Million
0.02% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
213,882
shares
|
$17.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$17.3 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
211,348
shares
|
$17.2 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Unisphere Establishment
Vaduz, N2 |
May 15, 2025 Q1 2025 |
211,000
shares
|
$17.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
209,983
shares
|
$17.1 Million
3.02% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
207,062
shares
|
$16.9 Million
0.66% of portfolio
|
Q1 2025
Added 137.32%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
204,068
shares
|
$16.6 Million
2.13% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
201,751
shares
|
$16.4 Million
1.33% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
197,870
shares
|
$16.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
194,744
shares
|
$15.9 Million
3.64% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
194,226
shares
|
$15.8 Million
0.04% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$15.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|
|
|
Granger Management LLC
|
May 02, 2025 Q1 2025 |
190,773
shares
|
$15.6 Million
6.44% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
186,347
shares
|
$15.2 Million
0.53% of portfolio
|
Q1 2025
Added 1.71%
|