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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,284
shares
|
$267,744
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
3,265
shares
|
$266,195
0.03% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
3,258
shares
|
$265,624
0.12% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
3,243
shares
|
$264,401
0.04% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
3,240
shares
|
$264,157
0.09% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,231
shares
|
$263,423
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
3,217
shares
|
$262,282
0.18% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,201
shares
|
$260,977
0.01% of portfolio
|
Q1 2025
Added 90.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,189
shares
|
$259,999
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,188
shares
|
$259,917
0.02% of portfolio
|
Q1 2025
Reduced 43.0%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
3,177
shares
|
$259,020
0.01% of portfolio
|
Q1 2025
Reduced 89.37%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
3,162
shares
|
$257,797
0.13% of portfolio
|
Q4 2024
Reduced 24.48%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
3,161
shares
|
$257,716
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
3,161
shares
|
$257,716
0.25% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
3,160
shares
|
$257,634
0.03% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
3,160
shares
|
$257,634
0.04% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,153
shares
|
$257,064
0.1% of portfolio
|
Q1 2025
Added 112.47%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,151
shares
|
$256,901
0.03% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,149
shares
|
$256,737
0.33% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,141
shares
|
$256,085
0.18% of portfolio
|
Q1 2025
Reduced 75.58%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
May 09, 2025 Q1 2025 |
3,140
shares
|
$256,004
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
3,133
shares
|
$255,433
0.26% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$254,944
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,124
shares
|
$254,699
0.04% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,120
shares
|
$254,373
0.16% of portfolio
|
Q1 2023
Reduced 7.42%
|