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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$277,202
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
3,391
shares
|
$276,468
0.29% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
3,390
shares
|
$276,386
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
3,384
shares
|
$275,897
0.16% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
3,383
shares
|
$275,815
0.26% of portfolio
|
Q1 2025
Reduced 51.53%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,382
shares
|
$275,734
0.22% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,378
shares
|
$275,408
0.09% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
3,373
shares
|
$275,000
0.08% of portfolio
|
Q1 2025
Reduced 46.46%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$274,919
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
3,366
shares
|
$274,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
3,365
shares
|
$274,348
0.03% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,362
shares
|
$274,103
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,362
shares
|
$274,103
0.01% of portfolio
|
Q1 2025
Reduced 69.26%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
3,350
shares
|
$273,125
0.09% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
3,348
shares
|
$272,962
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,345
shares
|
$272,717
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,337
shares
|
$272,065
0.08% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
3,316
shares
|
$270,353
0.1% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
3,310
shares
|
$269,864
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,300
shares
|
$269,049
0.1% of portfolio
|
Q1 2025
Reduced 29.79%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,294
shares
|
$268,559
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
3,292
shares
|
$268,396
0.16% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,290
shares
|
$268,233
0.03% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
3,287
shares
|
$267,989
0.28% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
3,284
shares
|
$267,744
0.21% of portfolio
|
Q1 2025
Reduced 64.4%
|