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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,212
shares
|
$98,814
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$95,634
0.01% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,162
shares
|
$94,737
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,152
shares
|
$93,922
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,127
shares
|
$91,884
0.01% of portfolio
|
Q1 2025
Reduced 75.53%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,090
shares
|
$88,867
0.02% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,071
shares
|
$87,318
0.01% of portfolio
|
Q1 2025
Reduced 96.79%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,052
shares
|
$85,769
0.03% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,041
shares
|
$84,872
0.1% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,012
shares
|
$82,508
0.03% of portfolio
|
Q1 2025
Reduced 79.44%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,007
shares
|
$82,100
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,003
shares
|
$81,774
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,000
shares
|
$81,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,000
shares
|
$81,530
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
971
shares
|
$79,165
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$78,594
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$76,964
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
934
shares
|
$76,149
0.03% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
933
shares
|
$76,067
0.02% of portfolio
|
Q2 2024
Added 137.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
925
shares
|
$75,415
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
914
shares
|
$74,518
0.01% of portfolio
|
Q1 2025
Added 96.98%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
900
shares
|
$73,377
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
881
shares
|
$71,827
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
876
shares
|
$71,420
0.01% of portfolio
|
Q1 2025
Added 29.2%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
871
shares
|
$71,012
0.05% of portfolio
|
Q1 2025
Added 0.11%
|