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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$8,153
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
99
shares
|
$8,071
0.0% of portfolio
|
Q1 2025
Reduced 66.55%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
98
shares
|
$7,989
0.0% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
93
shares
|
$7,582
3.59% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
92
shares
|
$7,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$7,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
90
shares
|
$7,337
0.0% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
90
shares
|
$7,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
89
shares
|
$7,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
87
shares
|
$7,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
84
shares
|
$6,848
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
82
shares
|
$6,685
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
80
shares
|
$6,522
0.0% of portfolio
|
Q2 2024
Reduced 25.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
78
shares
|
$6,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
76
shares
|
$6,196
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
75
shares
|
$6,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
75
shares
|
$6,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
74
shares
|
$6,033
0.0% of portfolio
|
Q1 2025
Added 236.36%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
73
shares
|
$5,951
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
72
shares
|
$5,870
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
72
shares
|
$5,870
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
70
shares
|
$5,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
67
shares
|
$5,462
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
67
shares
|
$5,462
0.0% of portfolio
|
Q1 2025
Reduced 70.22%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
66
shares
|
$5,380
0.01% of portfolio
|
Q1 2025
Added 6.45%
|