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 |
|---|---|---|---|---|---|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
9,058
shares
|
$773,372
0.02% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
9,053
shares
|
$772,945
0.35% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
9,052
shares
|
$772,859
0.04% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
9,046
shares
|
$772,347
0.16% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
8,952
shares
|
$764,321
0.09% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
8,935
shares
|
$762,870
0.07% of portfolio
|
Q1 2025
Added 127.18%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
8,893
shares
|
$759,284
0.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
8,887
shares
|
$758,772
0.12% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
8,798
shares
|
$751,173
0.18% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8,781
shares
|
$749,721
0.11% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
8,775
shares
|
$749,209
0.31% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,707
shares
|
$743,403
0.13% of portfolio
|
Q1 2025
Added 222.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
8,705
shares
|
$743,232
0.46% of portfolio
|
Q1 2025
Reduced 98.93%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,678
shares
|
$740,927
0.13% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
8,668
shares
|
$740,073
0.02% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
8,654
shares
|
$738,878
0.39% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
8,621
shares
|
$736,060
0.52% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
8,608
shares
|
$734,951
0.22% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8,605
shares
|
$734,694
0.05% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
8,601
shares
|
$734,353
0.45% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,537
shares
|
$728,889
0.22% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
8,521
shares
|
$727,522
0.21% of portfolio
|
Q2 2025
Added 32.46%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,517
shares
|
$727,181
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
8,491
shares
|
$724,961
0.26% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
8,490
shares
|
$724,876
0.0% of portfolio
|
Q1 2025
Reduced 14.89%
|