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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
608
shares
|
$49,570
0.03% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$48,918
0.01% of portfolio
|
Q1 2025
Reduced 85.81%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
600
shares
|
$48,918
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
598
shares
|
$48,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
585
shares
|
$47,695
0.0% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
580
shares
|
$47,287
0.04% of portfolio
|
Q1 2021
Added 23.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
565
shares
|
$46,064
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
560
shares
|
$45,656
0.01% of portfolio
|
Q3 2024
Added 2445.45%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
544
shares
|
$44,352
0.02% of portfolio
|
Q1 2023
Reduced 25.78%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
524
shares
|
$42,721
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$42,395
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
520
shares
|
$42,395
0.04% of portfolio
|
Q4 2023
Reduced 34.59%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
513
shares
|
$41,824
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
500
shares
|
$40,765
0.02% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
500
shares
|
$40,765
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
482
shares
|
$39,297
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
475
shares
|
$38,726
0.0% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
471
shares
|
$38,400
0.0% of portfolio
|
Q1 2025
Reduced 56.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
471
shares
|
$38,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
469
shares
|
$38,237
0.01% of portfolio
|
Q1 2025
Reduced 79.48%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
469
shares
|
$38,237
0.02% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
458
shares
|
$37,340
0.01% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
456
shares
|
$37,177
0.01% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
449
shares
|
$36,606
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
448
shares
|
$36,525
0.01% of portfolio
|
Q1 2025
Reduced 3.86%
|