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 2,111 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,629
shares
|
$600,057
0.24% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,627
shares
|
$599,876
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
6,623
shares
|
$599,513
0.07% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
6,609
shares
|
$598,246
0.31% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
6,600
shares
|
$597,432
0.21% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,595
shares
|
$596,979
0.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
6,590
shares
|
$596,526
0.11% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
6,583
shares
|
$595,893
0.6% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,566
shares
|
$594,354
0.02% of portfolio
|
Q2 2025
Reduced 50.76%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
6,558
shares
|
$593,630
0.04% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
6,558
shares
|
$593,630
0.21% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
6,536
shares
|
$591,638
0.3% of portfolio
|
Q2 2025
Reduced 63.36%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$589,466
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,512
shares
|
$589,466
0.13% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,448
shares
|
$583,672
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
6,440
shares
|
$582,948
0.06% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
6,405
shares
|
$579,780
0.02% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
6,368
shares
|
$576,431
0.11% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
6,367
shares
|
$576,340
0.43% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
6,364
shares
|
$576,069
0.05% of portfolio
|
Q1 2025
Added 230.77%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
6,347
shares
|
$574,530
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
6,321
shares
|
$572,176
0.04% of portfolio
|
Q2 2025
Reduced 44.26%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$571,000
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,302
shares
|
$570,457
0.02% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
6,300
shares
|
$570,276
0.63% of portfolio
|
Q2 2025
Reduced 80.73%
|