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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
5,165
shares
|
$421,102
0.11% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,150
shares
|
$419,879
0.02% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
5,146
shares
|
$419,553
0.02% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,146
shares
|
$419,553
0.04% of portfolio
|
Q1 2025
Added 70.74%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
5,142
shares
|
$419,227
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
5,132
shares
|
$418,411
0.24% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
5,131
shares
|
$418,330
0.25% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,129
shares
|
$418,167
0.29% of portfolio
|
Q1 2025
Added 40.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$416,781
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,101
shares
|
$415,884
0.01% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,095
shares
|
$415,395
0.18% of portfolio
|
Q1 2025
Added 31.21%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
5,088
shares
|
$414,824
0.19% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
5,085
shares
|
$414,580
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
5,083
shares
|
$414,416
0.06% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,062
shares
|
$412,704
0.2% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$410,014
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,027
shares
|
$409,851
0.29% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
5,016
shares
|
$408,954
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
5,012
shares
|
$408,628
0.23% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
5,006
shares
|
$408,139
0.3% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
5,000
shares
|
$407,650
0.05% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
4,990
shares
|
$406,834
0.11% of portfolio
|
Q1 2025
Reduced 21.71%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,990
shares
|
$406,834
0.02% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,930
shares
|
$401,942
0.39% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
4,915
shares
|
$400,719
0.33% of portfolio
|
Q1 2025
Reduced 10.39%
|