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 2,162 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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
8,160
shares
|
$696,700
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
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%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,106
shares
|
$692,090
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,101
shares
|
$691,663
0.0% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
8,089
shares
|
$690,638
0.12% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
8,054
shares
|
$687,650
0.05% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Vpr Management LLC
Houston, TX |
May 15, 2025 Q1 2025 |
8,000
shares
|
$683,040
0.37% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,995
shares
|
$682,613
0.27% of portfolio
|
Q2 2025
Reduced 66.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
7,995
shares
|
$682,613
0.11% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,986
shares
|
$681,844
0.2% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
7,925
shares
|
$676,636
0.4% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$673,733
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
7,882
shares
|
$672,965
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
7,861
shares
|
$671,172
0.06% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
7,861
shares
|
$671,172
0.95% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
7,841
shares
|
$669,464
0.0% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,827
shares
|
$668,269
0.11% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
7,803
shares
|
$666,220
0.2% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
7,803
shares
|
$666,220
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
7,802
shares
|
$666,134
0.15% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
7,798
shares
|
$665,793
0.71% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
7,781
shares
|
$664,341
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
7,776
shares
|
$663,914
0.21% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
7,774
shares
|
$663,744
0.21% of portfolio
|
Q1 2025
New holding
|