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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
10,698
shares
|
$913,395
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$912,029
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
10,675
shares
|
$911,431
0.28% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
10,621
shares
|
$906,820
0.35% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,601
shares
|
$905,113
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
10,573
shares
|
$902,722
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
10,553
shares
|
$901,015
0.19% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
10,550
shares
|
$900,759
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
10,545
shares
|
$900,332
0.31% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
10,405
shares
|
$888,378
0.54% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
10,403
shares
|
$888,208
0.08% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
10,393
shares
|
$887,354
0.87% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
10,382
shares
|
$886,415
0.16% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
10,349
shares
|
$883,597
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
10,340
shares
|
$882,829
0.08% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,336
shares
|
$882,487
0.03% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,332
shares
|
$882,146
0.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$881,975
1.6% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
10,329
shares
|
$881,890
1.09% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
10,314
shares
|
$880,609
0.11% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$877,194
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,271
shares
|
$876,937
0.06% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
10,218
shares
|
$872,412
0.1% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
10,145
shares
|
$866,180
0.46% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$862,764
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|