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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
16,948
shares
|
$1.45 Million
0.08% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
16,868
shares
|
$1.44 Million
0.85% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
16,788
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
16,784
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
16,751
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
16,728
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
16,717
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
16,714
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
16,578
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
16,571
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
16,507
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
16,372
shares
|
$1.4 Million
0.31% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
16,359
shares
|
$1.4 Million
0.74% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
16,313
shares
|
$1.39 Million
0.38% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
16,288
shares
|
$1.39 Million
0.37% of portfolio
|
Q1 2025
Added 124.32%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
16,283
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 37.16%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
16,222
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.06%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
16,196
shares
|
$1.38 Million
0.83% of portfolio
|
Q1 2025
Added 27.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16,176
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
16,172
shares
|
$1.38 Million
1.55% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
16,144
shares
|
$1.38 Million
0.47% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.37 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
16,000
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.37 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|