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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,540
shares
|
$288,616
0.14% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,530
shares
|
$287,800
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,529
shares
|
$287,719
0.02% of portfolio
|
Q1 2025
Reduced 37.47%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,522
shares
|
$287,148
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
3,520
shares
|
$286,985
0.22% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
3,516
shares
|
$286,659
0.13% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
3,515
shares
|
$286,577
0.09% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
3,510
shares
|
$286,170
0.22% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
3,505
shares
|
$285,762
0.08% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,501
shares
|
$285,436
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,492
shares
|
$284,702
0.04% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
3,487
shares
|
$284,295
0.07% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$284,213
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
3,480
shares
|
$283,724
0.06% of portfolio
|
Q1 2025
Reduced 42.76%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
3,480
shares
|
$283,724
0.1% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
3,461
shares
|
$282,175
0.18% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
3,459
shares
|
$282,012
0.21% of portfolio
|
Q1 2025
Reduced 38.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,449
shares
|
$281,196
0.03% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
3,442
shares
|
$280,626
0.19% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,440
shares
|
$280,463
0.07% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
3,430
shares
|
$279,647
0.14% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$279,403
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,423
shares
|
$279,077
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
3,422
shares
|
$278,995
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,403
shares
|
$277,446
0.0% of portfolio
|
Q1 2025
Added 1.58%
|