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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
14,127
shares
|
$1.21 Million
0.12% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
14,077
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
14,013
shares
|
$1.2 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
13,976
shares
|
$1.19 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.19 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
13,966
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
13,863
shares
|
$1.18 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
13,856
shares
|
$1.18 Million
0.63% of portfolio
|
Q1 2025
Reduced 40.71%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
13,829
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
13,783
shares
|
$1.18 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,769
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,709
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
13,616
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 37.63%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
13,574
shares
|
$1.16 Million
0.87% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,568
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
13,544
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,526
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
13,459
shares
|
$1.15 Million
0.44% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
13,447
shares
|
$1.15 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
13,426
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,422
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 52.74%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
13,355
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
13,342
shares
|
$1.14 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
13,262
shares
|
$1.13 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,223
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2025
Added 8.51%
|