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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
29,541
shares
|
$2.52 Million
0.35% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
29,201
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.28%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
29,122
shares
|
$2.49 Million
1.88% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
29,081
shares
|
$2.48 Million
2.92% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
29,039
shares
|
$2.48 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
28,873
shares
|
$2.47 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
28,714
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
28,580
shares
|
$2.44 Million
0.67% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
28,574
shares
|
$2.44 Million
0.14% of portfolio
|
Q1 2025
Added 88.31%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
28,563
shares
|
$2.44 Million
0.28% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.43 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
28,186
shares
|
$2.41 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
28,036
shares
|
$2.39 Million
0.89% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
28,006
shares
|
$2.39 Million
0.77% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
27,926
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Added 81.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
27,753
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
27,734
shares
|
$2.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
27,701
shares
|
$2.37 Million
1.11% of portfolio
|
Q1 2025
Added 178.23%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
27,252
shares
|
$2.33 Million
0.25% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
27,247
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
27,035
shares
|
$2.31 Million
0.22% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
26,934
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
26,895
shares
|
$2.3 Million
0.54% of portfolio
|
Q1 2025
Added 95.77%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
26,878
shares
|
$2.29 Million
0.12% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,848
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2023
Added 3.8%
|