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 2,176 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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
125,479
shares
|
$10.2 Million
0.61% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
125,277
shares
|
$10.2 Million
2.22% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
123,226
shares
|
$10 Million
4.48% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
122,473
shares
|
$9.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
122,378
shares
|
$9.98 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
121,673
shares
|
$9.92 Million
2.0% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
119,723
shares
|
$9.76 Million
0.15% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
119,661
shares
|
$9.76 Million
0.02% of portfolio
|
Q1 2025
Added 2036.8%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
118,118
shares
|
$9.63 Million
0.44% of portfolio
|
Q1 2025
Added 25.9%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
117,719
shares
|
$9.6 Million
0.65% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
117,100
shares
|
$9.55 Million
12.34% of portfolio
|
Q1 2025
Added 68.98%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
116,567
shares
|
$9.5 Million
1.49% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
113,740
shares
|
$9.27 Million
1.17% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
113,509
shares
|
$9.25 Million
8.81% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$9.14 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
111,726
shares
|
$9.11 Million
2.06% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
109,416
shares
|
$8.92 Million
1.05% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
109,285
shares
|
$8.91 Million
1.65% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
107,000
shares
|
$8.72 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
106,701
shares
|
$8.7 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
106,632
shares
|
$8.69 Million
3.12% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
105,581
shares
|
$8.61 Million
0.03% of portfolio
|
Q1 2025
Added 5524.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
105,576
shares
|
$8.61 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
105,399
shares
|
$8.59 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
105,359
shares
|
$8.59 Million
0.87% of portfolio
|
Q1 2025
Added 21.97%
|