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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
14,866
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
14,844
shares
|
$1.27 Million
0.87% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
14,755
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
14,742
shares
|
$1.26 Million
0.32% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
14,716
shares
|
$1.26 Million
0.91% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
14,656
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,650
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,645
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
14,604
shares
|
$1.25 Million
0.11% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
14,576
shares
|
$1.24 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.24 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
14,500
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
14,492
shares
|
$1.24 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
14,350
shares
|
$1.23 Million
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
14,343
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
14,227
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
14,204
shares
|
$1.21 Million
0.2% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,201
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
14,155
shares
|
$1.21 Million
0.33% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
14,153
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|