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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
7,403
shares
|
$632,068
0.48% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
7,390
shares
|
$630,958
0.1% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$630,104
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
7,362
shares
|
$628,567
0.2% of portfolio
|
Q1 2025
Reduced 36.24%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,302
shares
|
$623,444
0.19% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,296
shares
|
$622,932
0.01% of portfolio
|
Q2 2025
Reduced 49.38%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
7,278
shares
|
$621,395
0.25% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7,272
shares
|
$620,883
0.08% of portfolio
|
Q2 2025
Reduced 74.28%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
7,225
shares
|
$616,870
0.14% of portfolio
|
Q1 2025
Added 39.4%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$616,528
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,217
shares
|
$616,187
0.06% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
7,208
shares
|
$615,419
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
7,194
shares
|
$614,223
0.13% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
7,180
shares
|
$613,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,170
shares
|
$612,174
0.0% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
7,158
shares
|
$611,150
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,154
shares
|
$610,808
0.02% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,141
shares
|
$609,698
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
7,121
shares
|
$607,990
0.3% of portfolio
|
Q2 2025
Reduced 30.64%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
7,115
shares
|
$607,478
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
7,107
shares
|
$606,795
0.01% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,089
shares
|
$605,258
0.1% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
7,075
shares
|
$604,063
0.11% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,065
shares
|
$603,209
0.15% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,058
shares
|
$602,612
0.11% of portfolio
|
Q2 2025
Added 12.53%
|