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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
23,741
shares
|
$2.03 Million
0.64% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
23,684
shares
|
$2.02 Million
0.5% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
23,645
shares
|
$2.02 Million
2.1% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,631
shares
|
$2.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
23,576
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23,519
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,421
shares
|
$2 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
23,318
shares
|
$1.99 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
23,000
shares
|
$1.96 Million
0.37% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,966
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
22,931
shares
|
$1.96 Million
0.15% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
22,904
shares
|
$1.96 Million
0.2% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
22,732
shares
|
$1.94 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,685
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
22,542
shares
|
$1.92 Million
0.53% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
22,406
shares
|
$1.91 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
22,405
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,400
shares
|
$1.91 Million
0.12% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
22,387
shares
|
$1.91 Million
0.17% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
22,381
shares
|
$1.91 Million
0.23% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,371
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
22,341
shares
|
$1.91 Million
0.69% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,277
shares
|
$1.9 Million
0.41% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,230
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
22,229
shares
|
$1.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.96%
|