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 2,130 institutions that hold shares in the stock, with a total of 451 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
182,962
shares
|
$15.6 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$15.3 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
178,110
shares
|
$15.2 Million
0.42% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
170,947
shares
|
$14.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
167,974
shares
|
$14.4 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
167,317
shares
|
$14.3 Million
3.83% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
166,147
shares
|
$14.2 Million
0.89% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
165,838
shares
|
$14.2 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
163,773
shares
|
$14 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
161,920
shares
|
$13.8 Million
4.32% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
160,062
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 2879.01%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
159,810
shares
|
$13.7 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
159,212
shares
|
$13.6 Million
5.34% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
157,484
shares
|
$13.5 Million
0.25% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
156,968
shares
|
$13.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
156,935
shares
|
$13.4 Million
0.78% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
155,542
shares
|
$13.3 Million
1.01% of portfolio
|
Q4 2023
Reduced 40.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
154,464
shares
|
$13.2 Million
0.36% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
149,654
shares
|
$12.8 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
146,052
shares
|
$12.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
146,050
shares
|
$12.5 Million
0.06% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
144,928
shares
|
$12.4 Million
1.99% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
144,494
shares
|
$12.3 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
144,220
shares
|
$12.3 Million
0.83% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
142,636
shares
|
$12.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|