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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
39,417
shares
|
$3.35 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
39,173
shares
|
$3.33 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
39,099
shares
|
$3.32 Million
0.05% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
39,086
shares
|
$3.32 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,988
shares
|
$3.31 Million
2.17% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,967
shares
|
$3.31 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38,951
shares
|
$3.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
38,787
shares
|
$3.29 Million
0.46% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
38,780
shares
|
$3.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
38,398
shares
|
$3.26 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
38,289
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
38,030
shares
|
$3.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
38,028
shares
|
$3.23 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
37,992
shares
|
$3.23 Million
0.77% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
37,980
shares
|
$3.23 Million
0.27% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
37,693
shares
|
$3.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,500
shares
|
$3.18 Million
0.29% of portfolio
|
Q4 2020
New holding
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
37,224
shares
|
$3.16 Million
7.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
37,113
shares
|
$3.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,057
shares
|
$3.15 Million
0.04% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
36,989
shares
|
$3.14 Million
1.09% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,960
shares
|
$3.14 Million
2.74% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
36,825
shares
|
$3.13 Million
0.64% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
36,700
shares
|
$3.12 Million
0.51% of portfolio
|
Q2 2025
Reduced 38.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
36,673
shares
|
$3.11 Million
0.06% of portfolio
|
Q2 2025
Added 23.06%
|