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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,219
shares
|
$180,915
0.0% of portfolio
|
Q1 2025
Added 193.13%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
2,217
shares
|
$180,752
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Apr 17, 2025 Q1 2025 |
2,215
shares
|
$180,588
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,213
shares
|
$180,425
0.03% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
2,208
shares
|
$180,018
0.02% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
2,203
shares
|
$179,610
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
2,188
shares
|
$178,387
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
2,188
shares
|
$178,387
0.11% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,188
shares
|
$178,387
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
2,179
shares
|
$177,653
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,150
shares
|
$175,289
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,147
shares
|
$175,044
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
2,145
shares
|
$174,881
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,144
shares
|
$174,800
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,144
shares
|
$174,800
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,143
shares
|
$174,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,131
shares
|
$173,740
0.11% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,101
shares
|
$171,294
0.09% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
2,099
shares
|
$171,131
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$167,544
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
2,047
shares
|
$166,891
0.03% of portfolio
|
Q1 2025
Added 86.6%
|
|
|
Wormser Freres Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
2,000
shares
|
$163,060
0.11% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,960
shares
|
$159,798
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,920
shares
|
$156,537
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$155,559
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|