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 |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,734
shares
|
$660,328
0.18% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
7,733
shares
|
$660,243
0.09% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
7,730
shares
|
$659,987
0.6% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
7,727
shares
|
$659,731
0.1% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,689
shares
|
$656,486
0.01% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
7,666
shares
|
$654,523
0.16% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
7,663
shares
|
$654,266
0.16% of portfolio
|
Q1 2025
Added 32.81%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,662
shares
|
$654,181
0.06% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
7,657
shares
|
$653,754
0.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
7,654
shares
|
$653,498
0.14% of portfolio
|
Q2 2025
Reduced 36.52%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
7,647
shares
|
$652,900
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$652,132
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$649,997
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
7,609
shares
|
$649,656
0.14% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
7,607
shares
|
$649,485
0.01% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
7,600
shares
|
$648,888
0.14% of portfolio
|
Q1 2025
Added 38.18%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
7,590
shares
|
$648,034
0.24% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
7,570
shares
|
$646,326
0.4% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
7,566
shares
|
$645,985
0.08% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,559
shares
|
$645,387
0.06% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,533
shares
|
$643,167
0.05% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,522
shares
|
$642,228
0.17% of portfolio
|
Q1 2024
Added 82.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$641,972
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
7,486
shares
|
$639,154
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
7,455
shares
|
$636,507
0.39% of portfolio
|
Q2 2025
Reduced 22.12%
|