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 |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,598
shares
|
$211,814
0.06% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$211,162
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,583
shares
|
$210,591
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,577
shares
|
$210,102
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
2,566
shares
|
$209,205
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,560
shares
|
$208,716
0.03% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,544
shares
|
$207,412
0.02% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
2,544
shares
|
$207,412
0.0% of portfolio
|
Q1 2025
Reduced 69.9%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
2,540
shares
|
$207,086
0.06% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
2,539
shares
|
$207,004
0.05% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
2,535
shares
|
$206,678
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,534
shares
|
$206,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
2,519
shares
|
$205,374
0.08% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
2,519
shares
|
$205,374
0.06% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
2,512
shares
|
$204,803
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$204,640
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,509
shares
|
$204,558
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
2,506
shares
|
$204,314
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
2,505
shares
|
$204,232
0.21% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
2,500
shares
|
$203,825
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,498
shares
|
$203,661
0.25% of portfolio
|
Q1 2025
Reduced 35.8%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
2,495
shares
|
$203,417
0.13% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
2,486
shares
|
$202,683
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
2,477
shares
|
$201,949
0.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
2,477
shares
|
$201,949
0.06% of portfolio
|
Q1 2025
Reduced 16.99%
|