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 2,151 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
13,194
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Added 230.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13,192
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 129.11%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
13,150
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
13,144
shares
|
$1.12 Million
0.24% of portfolio
|
Q1 2025
Reduced 86.74%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
13,110
shares
|
$1.12 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,102
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
13,094
shares
|
$1.12 Million
1.16% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,057
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
12,997
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,992
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
12,987
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,962
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 76.45%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
12,936
shares
|
$1.1 Million
0.47% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
12,900
shares
|
$1.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
12,875
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,807
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
12,791
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 95.72%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,765
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,754
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
12,705
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
12,633
shares
|
$1.08 Million
0.7% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
12,620
shares
|
$1.08 Million
1.09% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,590
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.96%
|