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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
42,676
shares
|
$3.64 Million
3.16% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
42,644
shares
|
$3.64 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
42,109
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
42,039
shares
|
$3.59 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
41,992
shares
|
$3.59 Million
0.18% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
41,932
shares
|
$3.58 Million
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
41,397
shares
|
$3.53 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
41,247
shares
|
$3.52 Million
0.25% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
41,227
shares
|
$3.52 Million
1.81% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
41,133
shares
|
$3.51 Million
3.91% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
41,085
shares
|
$3.51 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.5 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
41,000
shares
|
$3.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 87.6%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
40,949
shares
|
$3.5 Million
1.44% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
40,862
shares
|
$3.49 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
40,615
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Added 56.63%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
40,431
shares
|
$3.45 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
40,207
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,121
shares
|
$3.43 Million
1.03% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,066
shares
|
$3.42 Million
0.1% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
40,060
shares
|
$3.42 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
39,986
shares
|
$3.41 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
39,791
shares
|
$3.4 Million
2.94% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
39,783
shares
|
$3.4 Million
0.29% of portfolio
|
Q1 2025
Added 31.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,652
shares
|
$3.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.17%
|