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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,468
shares
|
$364,276
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,466
shares
|
$364,112
0.11% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,465
shares
|
$364,031
0.06% of portfolio
|
Q1 2025
Added 18.4%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,462
shares
|
$363,786
0.02% of portfolio
|
Q1 2025
Added 65.32%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,457
shares
|
$363,379
0.06% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
4,455
shares
|
$363,216
0.12% of portfolio
|
Q1 2025
Reduced 82.98%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
4,452
shares
|
$362,971
0.04% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$361,585
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
4,430
shares
|
$361,177
0.33% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
4,414
shares
|
$359,873
0.18% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
4,399
shares
|
$358,650
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$357,998
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,372
shares
|
$356,449
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,368
shares
|
$356,123
0.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,366
shares
|
$355,959
0.06% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$355,552
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$354,329
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
4,337
shares
|
$353,595
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,336
shares
|
$353,514
0.08% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,330
shares
|
$353,024
0.2% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
4,326
shares
|
$352,698
0.05% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,324
shares
|
$352,535
0.4% of portfolio
|
Q1 2025
Added 33.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,320
shares
|
$352,209
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
4,313
shares
|
$351,638
0.32% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
4,312
shares
|
$351,557
0.04% of portfolio
|
Q1 2025
Added 5.92%
|