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 2,176 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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
142,212
shares
|
$11.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 57.71%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
140,908
shares
|
$11.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
140,629
shares
|
$11.5 Million
0.25% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
139,625
shares
|
$11.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
138,858
shares
|
$11.3 Million
1.0% of portfolio
|
Q1 2025
Added 72.14%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
138,766
shares
|
$11.3 Million
1.4% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
137,780
shares
|
$11.2 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
137,372
shares
|
$11.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.93%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
137,010
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
136,749
shares
|
$11.1 Million
3.05% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
136,326
shares
|
$11.1 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
134,125
shares
|
$10.9 Million
3.62% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
133,728
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$10.9 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
133,341
shares
|
$10.9 Million
1.81% of portfolio
|
Q1 2025
Added 4958.46%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
133,036
shares
|
$10.8 Million
0.57% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
132,514
shares
|
$10.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
132,000
shares
|
$10.8 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
129,797
shares
|
$10.6 Million
0.99% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
129,654
shares
|
$10.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
128,801
shares
|
$10.5 Million
0.46% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
126,400
shares
|
$10.3 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
125,561
shares
|
$10.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 12.37%
|