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 |
|---|---|---|---|---|---|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
9,581
shares
|
$818,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
9,544
shares
|
$814,866
0.35% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$814,781
0.11% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
9,531
shares
|
$813,756
0.27% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
9,521
shares
|
$812,902
0.05% of portfolio
|
Q3 2023
Added 6.08%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
9,515
shares
|
$812,390
0.19% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$806,328
3.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,428
shares
|
$804,962
0.0% of portfolio
|
Q1 2025
Reduced 89.82%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,391
shares
|
$801,803
0.0% of portfolio
|
Q1 2025
Reduced 93.88%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
9,377
shares
|
$800,608
0.09% of portfolio
|
Q2 2025
Added 161.93%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
9,347
shares
|
$798,046
0.07% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
9,331
shares
|
$796,680
0.43% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,278
shares
|
$792,155
0.03% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
9,268
shares
|
$791,301
0.15% of portfolio
|
Q2 2025
Added 46.46%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,266
shares
|
$791,131
0.29% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
9,250
shares
|
$789,765
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
9,246
shares
|
$789,423
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$787,545
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,196
shares
|
$785,154
0.14% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
9,166
shares
|
$782,593
0.21% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,158
shares
|
$781,910
0.09% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
9,151
shares
|
$781,312
0.06% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$779,604
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
9,097
shares
|
$776,701
0.14% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
9,077
shares
|
$774,994
0.06% of portfolio
|
Q2 2025
Added 6.09%
|