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 |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
5,510
shares
|
$449,230
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
May 15, 2025 Q1 2025 |
5,500
shares
|
$448,415
0.29% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
5,500
shares
|
$448,415
0.44% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
5,493
shares
|
$447,844
0.43% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
5,467
shares
|
$445,724
0.18% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$443,523
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$441,403
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,393
shares
|
$439,691
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,392
shares
|
$439,609
0.19% of portfolio
|
Q1 2025
Added 69.88%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$438,468
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,376
shares
|
$438,305
0.26% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,360
shares
|
$437,000
0.02% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
5,356
shares
|
$436,674
0.04% of portfolio
|
Q1 2025
Reduced 86.32%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
5,355
shares
|
$436,593
0.29% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
5,346
shares
|
$435,859
0.09% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
5,330
shares
|
$434,554
0.06% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
5,327
shares
|
$434,310
0.08% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,301
shares
|
$432,190
0.03% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,288
shares
|
$431,130
0.01% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
5,269
shares
|
$429,581
0.03% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,263
shares
|
$429,092
0.09% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
5,237
shares
|
$426,972
0.06% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
5,224
shares
|
$425,912
0.05% of portfolio
|
Q1 2025
Reduced 81.24%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
5,184
shares
|
$422,651
0.19% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$421,754
0.7% of portfolio
|
Q4 2022
Added 67.03%
|