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 |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,949
shares
|
$240,431
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
2,936
shares
|
$239,372
0.0% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,935
shares
|
$239,290
0.07% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
2,930
shares
|
$238,882
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,924
shares
|
$238,393
0.27% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,923
shares
|
$238,312
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$237,496
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
2,910
shares
|
$237,252
0.13% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,898
shares
|
$236,273
0.16% of portfolio
|
Q2 2024
Reduced 73.83%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,897
shares
|
$236,192
0.1% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
2,894
shares
|
$235,947
0.14% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
2,892
shares
|
$235,784
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
2,888
shares
|
$235,458
0.13% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
2,882
shares
|
$234,969
0.03% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
2,871
shares
|
$234,072
0.08% of portfolio
|
Q1 2025
Reduced 60.86%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
2,870
shares
|
$233,991
0.18% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,867
shares
|
$233,746
0.04% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,860
shares
|
$233,175
0.02% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
2,857
shares
|
$232,931
0.03% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
2,842
shares
|
$231,708
0.04% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,841
shares
|
$231,626
0.01% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
2,840
shares
|
$231,545
0.06% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,828
shares
|
$230,566
0.02% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,801
shares
|
$228,365
0.05% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
2,799
shares
|
$228,202
0.27% of portfolio
|
Q1 2025
Added 3.78%
|