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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.78 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
20,802
shares
|
$1.78 Million
1.3% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
20,792
shares
|
$1.78 Million
0.12% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
20,660
shares
|
$1.76 Million
1.78% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,593
shares
|
$1.76 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.75 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
20,358
shares
|
$1.74 Million
0.82% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.73 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
20,058
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
19,955
shares
|
$1.7 Million
0.51% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
19,905
shares
|
$1.7 Million
0.23% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
19,788
shares
|
$1.69 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,685
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 34.75%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
19,594
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
19,540
shares
|
$1.67 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
19,473
shares
|
$1.66 Million
1.5% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
19,462
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
19,457
shares
|
$1.66 Million
1.1% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
19,424
shares
|
$1.66 Million
0.51% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,206
shares
|
$1.64 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,200
shares
|
$1.64 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.64 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
19,162
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
19,129
shares
|
$1.63 Million
0.76% of portfolio
|
Q2 2025
Added 20.79%
|