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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
48,902
shares
|
$4.15 Million
1.32% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
48,681
shares
|
$4.13 Million
2.24% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
48,372
shares
|
$4.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
48,243
shares
|
$4.1 Million
0.65% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
48,236
shares
|
$4.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
48,215
shares
|
$4.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,797
shares
|
$4.06 Million
0.62% of portfolio
|
Q3 2022
Added 254.31%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
47,775
shares
|
$4.06 Million
1.4% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
47,674
shares
|
$4.05 Million
1.66% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
47,463
shares
|
$4.03 Million
1.91% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
47,315
shares
|
$4.02 Million
0.03% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
47,290
shares
|
$4.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
47,162
shares
|
$4.01 Million
0.02% of portfolio
|
Q2 2025
Added 678.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
46,993
shares
|
$3.99 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
46,780
shares
|
$3.97 Million
0.22% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
46,491
shares
|
$3.95 Million
1.48% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
46,114
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
45,995
shares
|
$3.91 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
45,946
shares
|
$3.9 Million
0.92% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
45,597
shares
|
$3.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,532
shares
|
$3.87 Million
2.21% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
45,530
shares
|
$3.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
45,510
shares
|
$3.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
45,399
shares
|
$3.86 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
45,070
shares
|
$3.83 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.07%
|