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 2,108 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
60,266
shares
|
$5.12 Million
0.37% of portfolio
|
Q2 2025
Reduced 56.6%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
60,197
shares
|
$5.11 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
59,929
shares
|
$5.09 Million
0.1% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
59,633
shares
|
$5.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
59,158
shares
|
$5.02 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
59,056
shares
|
$5.02 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
58,452
shares
|
$4.96 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
58,406
shares
|
$4.96 Million
0.6% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
58,200
shares
|
$4.94 Million
6.16% of portfolio
|
Q2 2025
Reduced 50.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
57,720
shares
|
$4.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
57,392
shares
|
$4.87 Million
0.36% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,260
shares
|
$4.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
57,006
shares
|
$4.84 Million
2.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
56,618
shares
|
$4.81 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
56,533
shares
|
$4.8 Million
0.15% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
56,272
shares
|
$4.78 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,075
shares
|
$4.76 Million
0.13% of portfolio
|
Q4 2023
Reduced 10.52%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
56,017
shares
|
$4.76 Million
1.83% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
55,980
shares
|
$4.75 Million
1.67% of portfolio
|
Q2 2022
Reduced 26.25%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
55,756
shares
|
$4.74 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
55,712
shares
|
$4.73 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
55,659
shares
|
$4.73 Million
4.46% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
55,107
shares
|
$4.68 Million
0.64% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
55,003
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
54,552
shares
|
$4.63 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.56%
|