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 2,109 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
54,085
shares
|
$4.59 Million
0.03% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
53,930
shares
|
$4.58 Million
0.13% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
53,660
shares
|
$4.56 Million
0.34% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
53,609
shares
|
$4.55 Million
2.53% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
53,311
shares
|
$4.53 Million
1.83% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
53,240
shares
|
$4.52 Million
0.45% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
53,207
shares
|
$4.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
52,570
shares
|
$4.46 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
52,488
shares
|
$4.46 Million
0.34% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
51,955
shares
|
$4.41 Million
0.59% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
51,930
shares
|
$4.41 Million
0.3% of portfolio
|
Q2 2025
Added 30.53%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
51,584
shares
|
$4.38 Million
1.2% of portfolio
|
Q1 2023
Added 4.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
51,482
shares
|
$4.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
51,428
shares
|
$4.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
51,000
shares
|
$4.33 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
50,570
shares
|
$4.29 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
50,482
shares
|
$4.29 Million
0.19% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
50,000
shares
|
$4.25 Million
5.15% of portfolio
|
Q3 2023
Added 941.67%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
49,833
shares
|
$4.23 Million
0.02% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
49,649
shares
|
$4.22 Million
0.41% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
49,548
shares
|
$4.21 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
49,464
shares
|
$4.2 Million
0.06% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
48,999
shares
|
$4.16 Million
0.1% of portfolio
|
Q2 2025
Added 202.05%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
48,997
shares
|
$4.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.51%
|