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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
25,365
shares
|
$2.17 Million
0.38% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
25,285
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
25,269
shares
|
$2.16 Million
0.11% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
25,214
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
25,178
shares
|
$2.15 Million
0.04% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
25,173
shares
|
$2.15 Million
0.53% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
25,068
shares
|
$2.14 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
25,000
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
24,984
shares
|
$2.13 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
24,921
shares
|
$2.13 Million
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,864
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
Added 291.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
24,716
shares
|
$2.11 Million
0.24% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,710
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2023
Added 837.76%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
24,697
shares
|
$2.11 Million
0.57% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,669
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2022
Added 2.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
24,643
shares
|
$2.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
24,583
shares
|
$2.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
24,570
shares
|
$2.1 Million
1.83% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
24,236
shares
|
$2.07 Million
0.33% of portfolio
|
Q1 2025
Added 72.01%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
24,146
shares
|
$2.06 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
24,093
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
23,988
shares
|
$2.05 Million
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,953
shares
|
$2.05 Million
1.86% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
23,883
shares
|
$2.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
23,790
shares
|
$2.03 Million
1.3% of portfolio
|
Q1 2025
New holding
|