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 2,130 institutions that hold shares in the stock, with a total of 451 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
127,925
shares
|
$10.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
127,506
shares
|
$10.9 Million
0.53% of portfolio
|
Q2 2025
Added 715.62%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
126,400
shares
|
$10.8 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
125,561
shares
|
$10.7 Million
0.59% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
125,277
shares
|
$10.7 Million
2.22% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
122,473
shares
|
$10.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
122,378
shares
|
$10.5 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
119,661
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2025
Added 2036.8%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
118,118
shares
|
$10.1 Million
0.44% of portfolio
|
Q1 2025
Added 25.9%
|
|
|
Argi Investment Services, LLC
|
Apr 30, 2025 Q1 2025 |
117,719
shares
|
$10.1 Million
0.65% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
117,269
shares
|
$10 Million
0.78% of portfolio
|
Q2 2025
Added 223.77%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
117,100
shares
|
$10 Million
12.34% of portfolio
|
Q1 2025
Added 68.98%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
113,740
shares
|
$9.72 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
|
$9.7 Million
8.81% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
113,497
shares
|
$9.7 Million
2.63% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
113,368
shares
|
$9.69 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
113,006
shares
|
$9.66 Million
0.03% of portfolio
|
Q2 2025
Added 44.9%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
112,712
shares
|
$9.63 Million
2.05% of portfolio
|
Q2 2025
Added 358.5%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
112,153
shares
|
$9.59 Million
0.55% of portfolio
|
Q2 2025
Added 36.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$9.58 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
|
$9.55 Million
2.06% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
111,411
shares
|
$9.52 Million
1.66% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
109,416
shares
|
$9.35 Million
1.05% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
107,000
shares
|
$9.15 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
106,701
shares
|
$9.12 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.35%
|