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 2,165 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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
59,834
shares
|
$5.11 Million
0.07% of portfolio
|
Q1 2025
Added 58.32%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
59,668
shares
|
$5.09 Million
0.43% of portfolio
|
Q1 2025
Added 2439.06%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
59,300
shares
|
$5.06 Million
0.89% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
58,990
shares
|
$5.04 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
58,797
shares
|
$5.02 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
58,093
shares
|
$4.96 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
57,764
shares
|
$4.93 Million
0.4% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
57,679
shares
|
$4.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
57,459
shares
|
$4.91 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.94%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
57,414
shares
|
$4.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
57,107
shares
|
$4.88 Million
1.97% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
57,090
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
56,962
shares
|
$4.86 Million
0.13% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
56,602
shares
|
$4.83 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
56,581
shares
|
$4.83 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
56,436
shares
|
$4.82 Million
0.72% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
56,297
shares
|
$4.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 68.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
56,205
shares
|
$4.8 Million
0.05% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,075
shares
|
$4.79 Million
0.13% of portfolio
|
Q4 2023
Reduced 10.52%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
56,017
shares
|
$4.78 Million
1.83% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
55,980
shares
|
$4.78 Million
1.67% of portfolio
|
Q2 2022
Reduced 26.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
55,964
shares
|
$4.78 Million
0.38% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
55,756
shares
|
$4.76 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
|
$4.76 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
55,548
shares
|
$4.74 Million
2.41% of portfolio
|
Q1 2025
Added 12.98%
|