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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
5,950
shares
|
$485,103
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
5,950
shares
|
$485,103
0.21% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,918
shares
|
$482,494
0.21% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,912
shares
|
$482,005
0.18% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
5,905
shares
|
$481,434
0.02% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$481,190
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
5,897
shares
|
$480,782
0.15% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
5,897
shares
|
$480,782
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
5,883
shares
|
$479,640
0.31% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,880
shares
|
$479,396
0.41% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
5,860
shares
|
$477,765
0.26% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
5,855
shares
|
$477,358
0.05% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
5,851
shares
|
$477,032
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
5,848
shares
|
$476,787
0.12% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,822
shares
|
$474,667
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
5,814
shares
|
$474,015
0.26% of portfolio
|
Q1 2025
Reduced 70.58%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
5,806
shares
|
$473,363
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$472,384
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
5,792
shares
|
$472,221
0.54% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,785
shares
|
$471,651
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
5,776
shares
|
$470,917
0.18% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$470,346
0.37% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,765
shares
|
$470,020
0.1% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
5,763
shares
|
$469,857
0.26% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
5,763
shares
|
$469,857
0.02% of portfolio
|
Q1 2025
Reduced 55.22%
|