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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.56 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
18,234
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
18,211
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
17,970
shares
|
$1.53 Million
1.75% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
17,941
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
17,831
shares
|
$1.52 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
17,827
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,817
shares
|
$1.52 Million
0.51% of portfolio
|
Q1 2025
Added 191.84%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
17,720
shares
|
$1.51 Million
0.07% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,705
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
17,662
shares
|
$1.51 Million
1.53% of portfolio
|
Q1 2025
Reduced 56.46%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
17,620
shares
|
$1.5 Million
0.29% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
17,611
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
17,598
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
17,565
shares
|
$1.5 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
17,486
shares
|
$1.49 Million
0.42% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
17,484
shares
|
$1.49 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
17,467
shares
|
$1.49 Million
0.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
17,456
shares
|
$1.49 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
17,446
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
17,437
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
17,288
shares
|
$1.48 Million
1.38% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,027
shares
|
$1.45 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.45 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
16,985
shares
|
$1.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.46%
|