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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$120,419
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$119,522
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,455
shares
|
$118,626
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,449
shares
|
$118,136
0.08% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$115,772
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
1,410
shares
|
$114,957
0.18% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,394
shares
|
$113,652
0.11% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,391
shares
|
$113,408
0.08% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,376
shares
|
$112,185
0.11% of portfolio
|
Q1 2025
Reduced 46.83%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,376
shares
|
$112,185
0.11% of portfolio
|
Q1 2025
Reduced 78.2%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$110,880
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,351
shares
|
$110,147
0.12% of portfolio
|
Q1 2025
Added 41.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
1,350
shares
|
$110,065
0.04% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,345
shares
|
$109,657
0.01% of portfolio
|
Q1 2025
Added 139.32%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,337
shares
|
$109,005
0.05% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,314
shares
|
$107,130
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$106,885
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,291
shares
|
$105,255
0.02% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,277
shares
|
$104,113
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,274
shares
|
$103,869
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,250
shares
|
$101,912
0.02% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,238
shares
|
$100,934
0.08% of portfolio
|
Q1 2025
Added 123700.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,233
shares
|
$100,526
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,229
shares
|
$100,200
0.01% of portfolio
|
Q1 2025
Reduced 57.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,227
shares
|
$100,037
0.01% of portfolio
|
Q2 2023
Reduced 11.92%
|