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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
2,793
shares
|
$227,713
0.07% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,785
shares
|
$227,061
0.14% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,785
shares
|
$227,061
0.04% of portfolio
|
Q1 2025
Reduced 47.03%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,778
shares
|
$226,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,777
shares
|
$226,408
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
2,772
shares
|
$226,001
0.12% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,769
shares
|
$225,756
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
2,765
shares
|
$225,430
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
2,763
shares
|
$225,267
0.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,760
shares
|
$225,022
0.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$225,022
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
2,758
shares
|
$224,859
0.13% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
2,755
shares
|
$224,615
0.02% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$224,452
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,746
shares
|
$223,881
0.09% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
2,746
shares
|
$223,881
0.11% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
2,742
shares
|
$223,555
0.05% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
2,742
shares
|
$223,555
0.05% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$223,310
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$223,229
0.02% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
2,738
shares
|
$223,229
0.26% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,732
shares
|
$222,739
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,717
shares
|
$221,517
0.02% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,713
shares
|
$221,190
0.01% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$220,946
0.85% of portfolio
|
Q3 2023
New holding
|