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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
240
shares
|
$19,567
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
240
shares
|
$19,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
230
shares
|
$18,751
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
229
shares
|
$18,670
0.0% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
225
shares
|
$18,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
219
shares
|
$17,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
217
shares
|
$17,692
0.01% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
213
shares
|
$17,365
0.01% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
208
shares
|
$16,958
0.01% of portfolio
|
Q1 2025
Reduced 99.37%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$16,306
0.01% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
200
shares
|
$16,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
200
shares
|
$16,306
0.01% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$16,306
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
200
shares
|
$16,306
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
200
shares
|
$16,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
199
shares
|
$16,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
191
shares
|
$15,572
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
190
shares
|
$15,490
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
190
shares
|
$15,490
0.0% of portfolio
|
Q3 2022
Reduced 35.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
190
shares
|
$15,490
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
189
shares
|
$15,409
0.0% of portfolio
|
Q3 2024
Reduced 45.85%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
180
shares
|
$14,675
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
175
shares
|
$14,267
0.01% of portfolio
|
Q3 2021
Reduced 89.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
175
shares
|
$14,267
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
173
shares
|
$14,104
0.0% of portfolio
|
Q2 2021
Reduced 69.11%
|