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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
11,518
shares
|
$983,406
0.16% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
11,514
shares
|
$983,065
0.15% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
11,488
shares
|
$980,845
0.07% of portfolio
|
Q2 2025
Reduced 19.09%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
11,462
shares
|
$978,625
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
11,414
shares
|
$974,527
0.27% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
11,351
shares
|
$969,148
0.2% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
11,341
shares
|
$968,294
0.1% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
11,334
shares
|
$967,696
0.2% of portfolio
|
Q1 2025
Reduced 93.46%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
11,322
shares
|
$966,672
0.22% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$965,903
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,251
shares
|
$960,610
0.16% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,238
shares
|
$959,500
0.53% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
11,225
shares
|
$958,390
0.08% of portfolio
|
Q1 2025
Added 91.49%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
11,222
shares
|
$958,134
0.09% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
11,188
shares
|
$955,231
0.9% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
11,142
shares
|
$951,303
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$945,156
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$944,558
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,058
shares
|
$944,132
0.1% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,032
shares
|
$941,912
0.24% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,996
shares
|
$938,838
0.28% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
10,995
shares
|
$938,753
0.08% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
10,787
shares
|
$920,994
0.94% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,764
shares
|
$919,030
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,750
shares
|
$917,835
0.83% of portfolio
|
Q3 2024
Added 3.37%
|