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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
4,913
shares
|
$400,556
0.27% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$400,475
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,910
shares
|
$400,312
0.08% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,892
shares
|
$398,844
0.07% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
4,891
shares
|
$398,763
0.17% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,889
shares
|
$398,600
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
4,851
shares
|
$395,502
0.37% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$395,257
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,839
shares
|
$394,523
0.6% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,825
shares
|
$393,382
0.01% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,821
shares
|
$393,056
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,814
shares
|
$392,485
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,797
shares
|
$391,099
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,796
shares
|
$391,017
0.22% of portfolio
|
Q1 2025
Reduced 84.79%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
4,778
shares
|
$389,550
0.48% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
4,773
shares
|
$389,142
0.12% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,772
shares
|
$389,061
0.28% of portfolio
|
Q1 2025
Reduced 49.83%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,759
shares
|
$388,001
0.06% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
4,753
shares
|
$387,512
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,750
shares
|
$387,267
0.09% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
4,748
shares
|
$387,104
0.04% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
4,741
shares
|
$386,533
0.12% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,736
shares
|
$386,126
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
4,731
shares
|
$385,718
0.08% of portfolio
|
Q1 2025
Reduced 94.98%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
4,711
shares
|
$384,087
0.12% of portfolio
|
Q1 2025
Reduced 15.63%
|