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 2,151 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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
34,268
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
34,254
shares
|
$2.92 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
34,150
shares
|
$2.92 Million
1.85% of portfolio
|
Q1 2025
Added 722.89%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
34,085
shares
|
$2.91 Million
0.77% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
33,991
shares
|
$2.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33,649
shares
|
$2.87 Million
0.18% of portfolio
|
Q1 2025
Reduced 43.56%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
33,086
shares
|
$2.82 Million
0.16% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
33,078
shares
|
$2.82 Million
0.7% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
32,897
shares
|
$2.81 Million
0.81% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
32,700
shares
|
$2.79 Million
3.41% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
32,697
shares
|
$2.79 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
32,679
shares
|
$2.79 Million
0.27% of portfolio
|
Q1 2025
Added 22.28%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
32,580
shares
|
$2.78 Million
0.33% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
32,235
shares
|
$2.75 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,234
shares
|
$2.75 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
32,176
shares
|
$2.75 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
32,033
shares
|
$2.73 Million
1.57% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
31,887
shares
|
$2.72 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
31,877
shares
|
$2.72 Million
1.72% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
31,867
shares
|
$2.72 Million
3.23% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31,857
shares
|
$2.72 Million
0.98% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
31,594
shares
|
$2.7 Million
2.48% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
31,544
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
31,476
shares
|
$2.69 Million
0.24% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,453
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2022
Added 1.86%
|