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 |
|---|---|---|---|---|---|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,755
shares
|
$306,145
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,754
shares
|
$306,063
0.24% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
3,751
shares
|
$305,819
0.08% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
3,742
shares
|
$305,085
0.27% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,740
shares
|
$304,922
0.0% of portfolio
|
Q1 2025
Reduced 24.43%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
3,737
shares
|
$304,677
0.12% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,729
shares
|
$304,025
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,725
shares
|
$303,699
0.02% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
3,703
shares
|
$301,905
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,692
shares
|
$301,008
0.33% of portfolio
|
Q1 2025
Reduced 34.6%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,676
shares
|
$299,704
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,663
shares
|
$298,644
0.31% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,641
shares
|
$296,850
0.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,637
shares
|
$296,524
0.04% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
3,635
shares
|
$296,361
0.1% of portfolio
|
Q1 2025
Added 47.05%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
3,597
shares
|
$293,263
0.35% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,594
shares
|
$293,018
0.05% of portfolio
|
Q1 2025
Added 258.33%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,585
shares
|
$292,285
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
3,584
shares
|
$292,203
0.02% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
3,580
shares
|
$291,877
0.03% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,579
shares
|
$291,795
0.16% of portfolio
|
Q1 2025
Reduced 65.6%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,577
shares
|
$291,632
0.27% of portfolio
|
Q1 2025
Added 28.95%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
3,563
shares
|
$290,491
0.08% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,563
shares
|
$290,491
0.04% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
3,561
shares
|
$290,328
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|