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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.63 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
18,994
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
18,943
shares
|
$1.62 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
18,926
shares
|
$1.62 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
18,868
shares
|
$1.61 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
18,857
shares
|
$1.61 Million
1.46% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
18,835
shares
|
$1.61 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
18,814
shares
|
$1.61 Million
0.25% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
18,748
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 49.03%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
18,712
shares
|
$1.6 Million
0.49% of portfolio
|
Q1 2025
Added 115.7%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
18,696
shares
|
$1.6 Million
0.47% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,692
shares
|
$1.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
18,692
shares
|
$1.6 Million
0.3% of portfolio
|
Q1 2025
Added 184.29%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
18,686
shares
|
$1.6 Million
0.36% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
18,662
shares
|
$1.59 Million
0.22% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
18,657
shares
|
$1.59 Million
0.36% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
18,633
shares
|
$1.59 Million
0.37% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,628
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 82.66%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.59 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
18,570
shares
|
$1.59 Million
0.24% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
18,529
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 193.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
18,497
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 71.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,479
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
Added 11.57%
|