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 |
|---|---|---|---|---|---|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
15,985
shares
|
$1.36 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,919
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
15,911
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,853
shares
|
$1.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,833
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
15,822
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,797
shares
|
$1.35 Million
0.41% of portfolio
|
Q2 2025
Reduced 68.44%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
15,714
shares
|
$1.34 Million
0.92% of portfolio
|
Q1 2025
Added 501.61%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
15,705
shares
|
$1.34 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,627
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
15,544
shares
|
$1.33 Million
0.48% of portfolio
|
Q2 2025
Reduced 48.03%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
15,475
shares
|
$1.32 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.32 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,405
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
15,336
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
15,219
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
15,156
shares
|
$1.29 Million
0.86% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
15,135
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
15,134
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
15,075
shares
|
$1.29 Million
0.39% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
15,000
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
14,991
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,967
shares
|
$1.28 Million
0.56% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
14,929
shares
|
$1.27 Million
0.79% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
14,910
shares
|
$1.27 Million
0.35% of portfolio
|
Q4 2024
Added 51.99%
|