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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
82,732
shares
|
$7.07 Million
1.29% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
82,291
shares
|
$7.03 Million
4.42% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
82,189
shares
|
$7.02 Million
0.22% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
81,844
shares
|
$7 Million
0.25% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
81,278
shares
|
$6.95 Million
0.26% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80,894
shares
|
$6.91 Million
0.25% of portfolio
|
Q2 2020
Added 147.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
80,834
shares
|
$6.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
80,317
shares
|
$6.86 Million
0.69% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
80,273
shares
|
$6.86 Million
4.68% of portfolio
|
Q1 2025
Added 101.52%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
80,012
shares
|
$6.84 Million
3.54% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Condire Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
80,000
shares
|
$6.84 Million
1.29% of portfolio
|
Q1 2025
Reduced 41.57%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
79,910
shares
|
$6.83 Million
1.98% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
79,475
shares
|
$6.79 Million
1.32% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
78,189
shares
|
$6.68 Million
5.41% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
77,961
shares
|
$6.66 Million
2.27% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
77,350
shares
|
$6.61 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
77,328
shares
|
$6.61 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
76,948
shares
|
$6.58 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
76,481
shares
|
$6.54 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
76,103
shares
|
$6.5 Million
0.84% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
75,101
shares
|
$6.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
74,985
shares
|
$6.41 Million
0.25% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
74,929
shares
|
$6.4 Million
0.41% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
74,905
shares
|
$6.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
74,821
shares
|
$6.39 Million
0.36% of portfolio
|
Q1 2025
Added 0.91%
|