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 |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
2,355
shares
|
$192,003
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,349
shares
|
$191,513
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
2,348
shares
|
$191,432
0.08% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
2,344
shares
|
$191,106
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
2,344
shares
|
$191,106
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
2,340
shares
|
$190,780
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
2,329
shares
|
$189,883
0.1% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
2,328
shares
|
$189,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
2,311
shares
|
$188,415
0.12% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,307
shares
|
$188,089
0.02% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
2,296
shares
|
$187,192
0.07% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,295
shares
|
$187,111
0.01% of portfolio
|
Q1 2025
Reduced 66.25%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
2,284
shares
|
$186,214
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,282
shares
|
$186,051
0.02% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,279
shares
|
$185,806
0.21% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,274
shares
|
$185,399
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,272
shares
|
$185,236
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,256
shares
|
$183,931
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,252
shares
|
$183,605
0.2% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,243
shares
|
$182,871
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
2,242
shares
|
$182,790
0.01% of portfolio
|
Q1 2025
Reduced 67.34%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
2,242
shares
|
$182,790
0.02% of portfolio
|
Q1 2025
Reduced 98.14%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
2,235
shares
|
$182,219
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
2,233
shares
|
$182,056
0.15% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
2,225
shares
|
$181,404
0.1% of portfolio
|
Q4 2024
Reduced 11.0%
|