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 |
|---|---|---|---|---|---|
|
Continental Advisors LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
36,500
shares
|
$3.12 Million
1.91% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
36,475
shares
|
$3.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
36,458
shares
|
$3.11 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,302
shares
|
$3.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 84.12%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$3.06 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
35,828
shares
|
$3.06 Million
0.02% of portfolio
|
Q1 2025
Added 49.96%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
35,769
shares
|
$3.05 Million
1.17% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
35,689
shares
|
$3.05 Million
0.52% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
35,336
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 113.74%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3.02 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
35,321
shares
|
$3.02 Million
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
35,265
shares
|
$3.01 Million
0.29% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,000
shares
|
$2.99 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
34,912
shares
|
$2.98 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
34,902
shares
|
$2.98 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
34,868
shares
|
$2.98 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
34,832
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
34,690
shares
|
$2.96 Million
0.03% of portfolio
|
Q1 2025
Added 257.85%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
34,649
shares
|
$2.96 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,518
shares
|
$2.95 Million
0.55% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
34,479
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
34,431
shares
|
$2.94 Million
0.24% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$2.94 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$2.94 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
34,384
shares
|
$2.94 Million
1.21% of portfolio
|
Q1 2025
Reduced 14.99%
|