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 2,132 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
92,382
shares
|
$7.9 Million
0.48% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$7.88 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
91,386
shares
|
$7.81 Million
0.69% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
90,661
shares
|
$7.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
90,366
shares
|
$7.72 Million
0.82% of portfolio
|
Q1 2025
Added 836.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
90,343
shares
|
$7.72 Million
0.04% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
90,078
shares
|
$7.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
89,000
shares
|
$7.61 Million
0.1% of portfolio
|
Q1 2025
Added 100.36%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
87,890
shares
|
$7.51 Million
1.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
87,760
shares
|
$7.5 Million
1.43% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
87,393
shares
|
$7.47 Million
0.49% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
87,363
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2022
Added 57.94%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
86,428
shares
|
$7.39 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
86,133
shares
|
$7.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
86,056
shares
|
$7.36 Million
0.07% of portfolio
|
Q3 2024
Added 104.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
85,948
shares
|
$7.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
85,311
shares
|
$7.29 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
85,089
shares
|
$7.27 Million
4.58% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,446
shares
|
$7.22 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
84,257
shares
|
$7.2 Million
3.03% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
83,876
shares
|
$7.17 Million
0.08% of portfolio
|
Q1 2025
Added 68.04%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
83,339
shares
|
$7.12 Million
0.65% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
83,034
shares
|
$7.1 Million
0.77% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
83,000
shares
|
$7.09 Million
0.34% of portfolio
|
Q4 2024
Reduced 52.38%
|