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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,486
shares
|
$724,534
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
8,453
shares
|
$721,717
0.44% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
8,427
shares
|
$719,497
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
8,345
shares
|
$712,496
0.27% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$712,154
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$712,154
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
8,313
shares
|
$709,763
0.55% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,311
shares
|
$709,593
0.21% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
8,304
shares
|
$708,995
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,303
shares
|
$708,910
0.12% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
8,301
shares
|
$708,739
0.4% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
8,297
shares
|
$708,397
0.06% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,284
shares
|
$707,287
0.09% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
8,276
shares
|
$706,604
0.7% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,272
shares
|
$706,263
0.36% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,267
shares
|
$705,836
0.23% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
8,259
shares
|
$705,153
0.04% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,254
shares
|
$704,726
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
8,245
shares
|
$703,958
0.21% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
8,244
shares
|
$703,872
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$703,787
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
8,237
shares
|
$703,275
0.63% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
8,223
shares
|
$702,079
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
8,147
shares
|
$695,590
0.37% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,120
shares
|
$693,285
0.08% of portfolio
|
Q2 2025
Reduced 22.5%
|