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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
167
shares
|
$13,615
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$13,044
0.01% of portfolio
|
Q3 2022
Reduced 12.57%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
159
shares
|
$12,963
0.0% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
158
shares
|
$12,881
0.0% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
150
shares
|
$12,229
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
146
shares
|
$11,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
145
shares
|
$11,821
0.0% of portfolio
|
Q1 2025
Reduced 34.98%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
144
shares
|
$11,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$11,332
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
137
shares
|
$11,169
0.01% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
129
shares
|
$10,517
0.0% of portfolio
|
Q4 2024
Added 1742.86%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$10,191
0.0% of portfolio
|
Q4 2024
Added 54.32%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
118
shares
|
$9,620
0.0% of portfolio
|
Q4 2024
Reduced 74.01%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
114
shares
|
$9,294
0.01% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
114
shares
|
$9,294
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
114
shares
|
$9,294
0.0% of portfolio
|
Q1 2025
Added 165.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
111
shares
|
$9,049
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
110
shares
|
$8,968
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
109
shares
|
$8,886
0.0% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
108
shares
|
$8,805
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
108
shares
|
$8,805
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
105
shares
|
$8,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$8,479
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$8,153
0.0% of portfolio
|
Q1 2025
Reduced 93.24%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
100
shares
|
$8,153
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|