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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
105,581
shares
|
$9.02 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
|
$9.02 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
105,359
shares
|
$9.01 Million
0.87% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
105,248
shares
|
$9 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
104,022
shares
|
$8.89 Million
0.08% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
103,043
shares
|
$8.81 Million
3.51% of portfolio
|
Q1 2024
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
103,014
shares
|
$8.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
102,825
shares
|
$8.79 Million
0.3% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
101,734
shares
|
$8.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
101,600
shares
|
$8.68 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
101,332
shares
|
$8.66 Million
0.33% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
100,336
shares
|
$8.58 Million
1.31% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
100,136
shares
|
$8.56 Million
1.61% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
99,690
shares
|
$8.52 Million
0.11% of portfolio
|
Q1 2025
Reduced 56.85%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$8.49 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
97,893
shares
|
$8.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 37.23%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
97,862
shares
|
$8.36 Million
2.51% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.33 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
96,634
shares
|
$8.26 Million
3.34% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
95,679
shares
|
$8.18 Million
0.11% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
94,574
shares
|
$8.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
94,257
shares
|
$8.06 Million
0.25% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,430
shares
|
$7.99 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
93,149
shares
|
$7.96 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
92,896
shares
|
$7.94 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.99%
|