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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,306
shares
|
$351,068
0.07% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,270
shares
|
$348,133
0.0% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,246
shares
|
$346,176
0.11% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,223
shares
|
$344,301
0.01% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,213
shares
|
$343,485
0.2% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
4,200
shares
|
$342,426
0.13% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
4,200
shares
|
$342,426
0.08% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,188
shares
|
$341,447
0.0% of portfolio
|
Q1 2025
Added 112.27%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
4,181
shares
|
$340,876
0.0% of portfolio
|
Q1 2025
Reduced 71.74%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,181
shares
|
$340,876
0.02% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
4,179
shares
|
$340,713
0.06% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$340,061
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,171
shares
|
$340,061
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
4,156
shares
|
$338,838
0.14% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,128
shares
|
$336,555
0.18% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
4,125
shares
|
$336,311
0.1% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,124
shares
|
$336,229
0.17% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
4,111
shares
|
$335,169
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
4,108
shares
|
$334,925
0.17% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,101
shares
|
$334,354
0.14% of portfolio
|
Q1 2025
Reduced 84.34%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,083
shares
|
$332,886
0.12% of portfolio
|
Q1 2025
Added 968.85%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,065
shares
|
$331,419
0.09% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
4,050
shares
|
$330,196
0.01% of portfolio
|
Q1 2025
Reduced 54.11%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
4,049
shares
|
$330,114
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
4,024
shares
|
$328,076
0.19% of portfolio
|
Q2 2024
Added 42.34%
|