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 2,147 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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,183
shares
|
$1.89 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
22,160
shares
|
$1.89 Million
1.51% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
22,103
shares
|
$1.89 Million
0.89% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
22,100
shares
|
$1.89 Million
0.28% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
22,005
shares
|
$1.88 Million
0.67% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
21,952
shares
|
$1.87 Million
1.55% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
21,929
shares
|
$1.87 Million
0.57% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
21,916
shares
|
$1.87 Million
1.98% of portfolio
|
Q4 2022
Added 2.54%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
21,844
shares
|
$1.87 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
21,802
shares
|
$1.86 Million
0.22% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
21,603
shares
|
$1.84 Million
0.38% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
21,599
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
21,455
shares
|
$1.83 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$1.83 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
21,335
shares
|
$1.82 Million
0.44% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
21,315
shares
|
$1.82 Million
0.42% of portfolio
|
Q1 2025
Added 236.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
21,190
shares
|
$1.81 Million
1.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
21,175
shares
|
$1.81 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
21,155
shares
|
$1.81 Million
0.89% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
21,151
shares
|
$1.81 Million
0.99% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
21,125
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
20,938
shares
|
$1.79 Million
0.14% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
20,932
shares
|
$1.79 Million
1.15% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
20,925
shares
|
$1.79 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.78 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|