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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
36,662
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,579
shares
|
$3.11 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Continental Advisors LLC
Chicago, IL |
Aug 19, 2025 Q2 2025 |
36,500
shares
|
$3.1 Million
1.49% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
36,458
shares
|
$3.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
36,175
shares
|
$3.07 Million
0.12% of portfolio
|
Q2 2025
Added 72.88%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
36,086
shares
|
$3.06 Million
0.35% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
35,904
shares
|
$3.05 Million
0.53% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$3.05 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
35,838
shares
|
$3.04 Million
1.18% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
35,721
shares
|
$3.03 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
35,281
shares
|
$3 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
35,265
shares
|
$3 Million
0.31% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
35,264
shares
|
$2.99 Million
1.69% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
35,249
shares
|
$2.99 Million
0.41% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
35,248
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
35,194
shares
|
$2.99 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
35,042
shares
|
$2.98 Million
0.84% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
34,912
shares
|
$2.97 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
34,619
shares
|
$2.94 Million
0.17% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,518
shares
|
$2.93 Million
0.55% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
34,494
shares
|
$2.93 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$2.92 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
34,396
shares
|
$2.92 Million
0.72% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$2.92 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|