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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
446
shares
|
$36,362
0.01% of portfolio
|
Q4 2024
Reduced 44.67%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
441
shares
|
$35,954
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
437
shares
|
$35,628
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
434
shares
|
$35,384
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
430
shares
|
$35,057
0.01% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
415
shares
|
$33,834
0.03% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
415
shares
|
$33,834
0.02% of portfolio
|
Q1 2025
Added 418.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
412
shares
|
$33,590
0.02% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
405
shares
|
$33,019
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
400
shares
|
$32,612
0.01% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
399
shares
|
$32,530
0.0% of portfolio
|
Q1 2025
Reduced 61.89%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
390
shares
|
$31,796
0.01% of portfolio
|
Q1 2025
Added 1292.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
390
shares
|
$31,796
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
385
shares
|
$31,389
0.01% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
380
shares
|
$30,981
0.01% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
377
shares
|
$30,736
0.01% of portfolio
|
Q2 2023
Reduced 46.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
373
shares
|
$30,410
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
365
shares
|
$29,758
0.02% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
363
shares
|
$29,595
0.01% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
361
shares
|
$29,432
0.01% of portfolio
|
Q1 2025
Added 61.88%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
352
shares
|
$28,698
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$28,617
0.01% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
345
shares
|
$28,127
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
340
shares
|
$27,720
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
339
shares
|
$27,638
0.01% of portfolio
|
Q1 2025
New holding
|