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 |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,709
shares
|
$220,864
0.0% of portfolio
|
Q1 2025
Reduced 93.27%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,706
shares
|
$220,620
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
2,700
shares
|
$220,131
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,699
shares
|
$220,049
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,693
shares
|
$219,560
0.02% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
2,690
shares
|
$219,315
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
2,684
shares
|
$218,826
0.13% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
2,683
shares
|
$218,744
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,680
shares
|
$218,500
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
2,677
shares
|
$218,255
0.03% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
2,674
shares
|
$218,011
0.02% of portfolio
|
Q1 2025
Reduced 68.34%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$217,522
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,658
shares
|
$216,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
2,650
shares
|
$216,054
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
2,650
shares
|
$216,054
0.14% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,631
shares
|
$214,505
0.01% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,628
shares
|
$214,260
0.06% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,626
shares
|
$214,097
0.01% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,616
shares
|
$213,282
0.11% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$213,200
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,611
shares
|
$212,874
0.01% of portfolio
|
Q1 2025
Reduced 61.48%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
2,611
shares
|
$212,874
0.08% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
2,611
shares
|
$212,874
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
2,600
shares
|
$211,978
0.04% of portfolio
|
Q1 2025
Reduced 75.38%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,599
shares
|
$211,896
0.09% of portfolio
|
Q1 2025
Reduced 6.65%
|