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 |
|---|---|---|---|---|---|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
10,091
shares
|
$861,569
0.96% of portfolio
|
Q1 2025
Added 54.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10,074
shares
|
$860,118
0.16% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
10,045
shares
|
$857,642
0.41% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
10,011
shares
|
$854,739
0.1% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
9,990
shares
|
$852,946
0.01% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,988
shares
|
$852,775
0.32% of portfolio
|
Q2 2025
Reduced 86.64%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,985
shares
|
$852,519
0.38% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
9,955
shares
|
$849,957
0.67% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$848,421
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
9,919
shares
|
$846,884
0.02% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,892
shares
|
$844,578
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,870
shares
|
$842,700
0.03% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,775
shares
|
$834,589
0.2% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
9,751
shares
|
$832,540
0.05% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
9,731
shares
|
$830,832
1.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$830,320
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
9,714
shares
|
$829,381
0.45% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,695
shares
|
$827,759
0.43% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,695
shares
|
$827,759
0.09% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
9,689
shares
|
$827,246
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
9,657
shares
|
$824,514
0.13% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
9,627
shares
|
$821,953
0.19% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,627
shares
|
$821,953
0.01% of portfolio
|
Q1 2025
Added 34.32%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
9,626
shares
|
$821,867
0.37% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
9,621
shares
|
$821,440
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|