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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,476
shares
|
$201,868
0.11% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
2,475
shares
|
$201,786
0.05% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,470
shares
|
$201,379
0.09% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
2,468
shares
|
$201,216
0.17% of portfolio
|
Q1 2025
Reduced 27.11%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
2,462
shares
|
$200,726
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$199,993
0.02% of portfolio
|
Q4 2022
Added 77.75%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$199,830
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
2,450
shares
|
$199,748
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
2,434
shares
|
$198,444
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
2,434
shares
|
$198,444
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
2,423
shares
|
$197,547
0.07% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
2,418
shares
|
$197,139
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
2,410
shares
|
$196,487
0.05% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,402
shares
|
$195,835
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,400
shares
|
$195,672
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,400
shares
|
$195,672
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
2,396
shares
|
$195,345
0.23% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,396
shares
|
$195,345
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
2,391
shares
|
$194,938
0.05% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
2,386
shares
|
$194,530
0.05% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,382
shares
|
$194,204
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,374
shares
|
$193,552
0.03% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,373
shares
|
$193,470
0.07% of portfolio
|
Q1 2025
Added 44.43%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
2,371
shares
|
$193,307
0.22% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
2,367
shares
|
$192,981
0.12% of portfolio
|
Q1 2025
Added 0.42%
|