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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
46,264
shares
|
$3.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
45,867
shares
|
$3.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
45,532
shares
|
$3.89 Million
2.21% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
45,206
shares
|
$3.86 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
45,156
shares
|
$3.86 Million
1.89% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
45,106
shares
|
$3.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45,093
shares
|
$3.85 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
44,947
shares
|
$3.84 Million
0.12% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$3.82 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
44,432
shares
|
$3.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
44,408
shares
|
$3.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$3.79 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
44,256
shares
|
$3.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
44,057
shares
|
$3.76 Million
3.18% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
43,860
shares
|
$3.74 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$3.73 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
43,205
shares
|
$3.69 Million
1.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
43,164
shares
|
$3.69 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
43,120
shares
|
$3.68 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
43,096
shares
|
$3.68 Million
0.11% of portfolio
|
Q1 2025
Reduced 24.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,055
shares
|
$3.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
42,940
shares
|
$3.67 Million
3.73% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
42,899
shares
|
$3.66 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
42,788
shares
|
$3.65 Million
1.45% of portfolio
|
Q2 2025
Reduced 4.71%
|