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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
65
shares
|
$5,299
0.0% of portfolio
|
Q1 2025
Reduced 76.19%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,217
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
64
shares
|
$5,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$4,891
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
60
shares
|
$4,891
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
60
shares
|
$4,891
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$4,728
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
58
shares
|
$4,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
57
shares
|
$4,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
56
shares
|
$4,565
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
55
shares
|
$4,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
55
shares
|
$4,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$4,484
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
51
shares
|
$4,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
51
shares
|
$4,158
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$4,076
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
May 13, 2025 Q1 2025 |
50
shares
|
$4,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
48
shares
|
$3,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
44
shares
|
$3,587
0.0% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
44
shares
|
$3,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
41
shares
|
$3,342
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
39
shares
|
$3,179
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
39
shares
|
$3,179
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
37
shares
|
$3,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$2,853
0.0% of portfolio
|
Q2 2023
Reduced 90.64%
|