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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,740
shares
|
$467,982
0.04% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
5,740
shares
|
$467,982
0.19% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,711
shares
|
$465,617
0.11% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
5,690
shares
|
$463,905
0.1% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,689
shares
|
$463,824
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
5,650
shares
|
$460,644
0.52% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,643
shares
|
$460,073
0.05% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
5,639
shares
|
$459,747
0.28% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
5,636
shares
|
$459,503
0.15% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
5,635
shares
|
$459,421
0.17% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
5,627
shares
|
$458,769
0.52% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
5,607
shares
|
$457,138
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,604
shares
|
$456,894
0.09% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
5,601
shares
|
$456,649
0.48% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,587
shares
|
$455,508
0.05% of portfolio
|
Q2 2023
Reduced 10.49%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
5,585
shares
|
$455,345
0.17% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,584
shares
|
$455,263
0.17% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,573
shares
|
$454,366
0.05% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
5,566
shares
|
$453,795
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
5,566
shares
|
$453,795
0.03% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,542
shares
|
$451,839
0.01% of portfolio
|
Q1 2025
Reduced 93.41%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
5,539
shares
|
$451,594
0.34% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
5,531
shares
|
$450,942
0.1% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
5,525
shares
|
$450,453
0.08% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,510
shares
|
$449,230
0.1% of portfolio
|
Q1 2025
Reduced 37.89%
|