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 |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
338
shares
|
$27,557
0.02% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
334
shares
|
$27,231
0.01% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
333
shares
|
$27,149
0.02% of portfolio
|
Q1 2025
Added 37.6%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
333
shares
|
$27,149
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
331
shares
|
$26,986
0.0% of portfolio
|
Q1 2025
Added 470.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
329
shares
|
$26,823
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$25,681
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
302
shares
|
$24,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
300
shares
|
$24,459
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
295
shares
|
$24,051
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
292
shares
|
$23,806
0.01% of portfolio
|
Q3 2024
Reduced 91.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
288
shares
|
$23,480
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
284
shares
|
$23,154
0.01% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
280
shares
|
$22,828
0.04% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
278
shares
|
$22,665
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
278
shares
|
$22,665
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
260
shares
|
$21,197
0.01% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
256
shares
|
$20,871
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
249
shares
|
$20,300
0.0% of portfolio
|
Q3 2024
Reduced 41.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
247
shares
|
$20,137
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
244
shares
|
$19,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
244
shares
|
$19,893
0.0% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
243
shares
|
$19,811
0.01% of portfolio
|
Q2 2024
Added 69.93%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
243
shares
|
$19,811
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
242
shares
|
$19,730
0.02% of portfolio
|
Q1 2025
Added 0.41%
|