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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,903
shares
|
$155,151
0.03% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,891
shares
|
$154,173
0.05% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
1,887
shares
|
$153,847
0.05% of portfolio
|
Q1 2025
Added 8104.35%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
1,885
shares
|
$153,684
0.12% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,879
shares
|
$153,194
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,842
shares
|
$150,178
0.04% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$149,199
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,781
shares
|
$145,204
0.11% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,744
shares
|
$142,188
0.01% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$139,742
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$138,601
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,667
shares
|
$135,910
0.01% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,666
shares
|
$135,828
0.02% of portfolio
|
Q1 2025
Added 68.11%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,625
shares
|
$132,486
0.0% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$132,486
0.06% of portfolio
|
Q1 2024
Added 170.83%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1,621
shares
|
$132,160
0.09% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$131,915
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,611
shares
|
$131,344
0.02% of portfolio
|
Q1 2025
Added 152.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,562
shares
|
$127,349
0.04% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
1,559
shares
|
$127,105
0.2% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,523
shares
|
$124,170
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,520
shares
|
$123,925
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$122,295
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,484
shares
|
$120,990
0.08% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,480
shares
|
$120,664
0.27% of portfolio
|
Q1 2025
New holding
|