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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
41,627
shares
|
$3.54 Million
2.52% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
41,484
shares
|
$3.52 Million
3.09% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
41,443
shares
|
$3.52 Million
0.16% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
41,439
shares
|
$3.52 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
41,318
shares
|
$3.51 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
41,316
shares
|
$3.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
41,227
shares
|
$3.5 Million
1.81% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
41,220
shares
|
$3.5 Million
1.33% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
41,065
shares
|
$3.49 Million
0.88% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
41,030
shares
|
$3.48 Million
0.27% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.48 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
40,949
shares
|
$3.48 Million
1.44% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
40,791
shares
|
$3.46 Million
0.87% of portfolio
|
Q2 2025
Added 117.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
40,534
shares
|
$3.44 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
40,483
shares
|
$3.44 Million
0.42% of portfolio
|
Q2 2025
Reduced 55.47%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
40,306
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
40,213
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
40,200
shares
|
$3.41 Million
0.62% of portfolio
|
Q2 2025
Reduced 60.43%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
40,175
shares
|
$3.41 Million
0.94% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
39,706
shares
|
$3.37 Million
0.29% of portfolio
|
Q2 2025
Added 53.54%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
39,643
shares
|
$3.37 Million
0.11% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
39,584
shares
|
$3.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
39,556
shares
|
$3.36 Million
0.47% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
39,485
shares
|
$3.35 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
39,453
shares
|
$3.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.74%
|