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 |
|---|---|---|---|---|---|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
34,323
shares
|
$2.92 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
34,167
shares
|
$2.9 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
34,167
shares
|
$2.9 Million
1.43% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
34,077
shares
|
$2.89 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
33,882
shares
|
$2.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
33,586
shares
|
$2.85 Million
0.28% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
33,577
shares
|
$2.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
33,405
shares
|
$2.84 Million
0.57% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Aug 05, 2025 Q2 2025 |
33,214
shares
|
$2.82 Million
2.81% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
32,897
shares
|
$2.79 Million
0.81% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
32,625
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
32,560
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
32,432
shares
|
$2.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
32,343
shares
|
$2.75 Million
0.47% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
32,294
shares
|
$2.74 Million
0.03% of portfolio
|
Q2 2025
Added 64.82%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,234
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
32,159
shares
|
$2.73 Million
1.15% of portfolio
|
Q2 2025
Added 143.74%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
31,991
shares
|
$2.72 Million
1.44% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
31,895
shares
|
$2.71 Million
0.61% of portfolio
|
Q2 2025
Added 310.28%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
31,867
shares
|
$2.71 Million
3.23% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31,857
shares
|
$2.71 Million
0.98% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
31,815
shares
|
$2.7 Million
0.21% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
31,805
shares
|
$2.7 Million
2.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
31,756
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
31,620
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.29%
|