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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
4,019
shares
|
$327,669
0.26% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
4,018
shares
|
$327,587
0.26% of portfolio
|
Q3 2024
Added 119.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$327,342
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
4,009
shares
|
$326,853
0.06% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
4,001
shares
|
$326,201
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,973
shares
|
$323,918
0.04% of portfolio
|
Q1 2025
Reduced 80.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,968
shares
|
$323,511
0.01% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$321,391
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$321,391
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,913
shares
|
$319,026
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,900
shares
|
$317,967
0.01% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,894
shares
|
$317,477
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,881
shares
|
$316,417
0.03% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,877
shares
|
$316,091
0.02% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
3,875
shares
|
$315,928
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
3,848
shares
|
$313,727
0.14% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
3,842
shares
|
$313,238
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
3,819
shares
|
$311,363
0.29% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
3,818
shares
|
$311,281
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
3,817
shares
|
$311,200
0.04% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,811
shares
|
$310,710
0.34% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
3,787
shares
|
$308,754
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
3,771
shares
|
$307,449
0.2% of portfolio
|
Q1 2025
Added 22.32%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
3,769
shares
|
$307,286
0.11% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$306,715
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|