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 2,166 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 |
|---|---|---|---|---|---|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
6,828
shares
|
$582,974
0.46% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
6,791
shares
|
$579,815
0.31% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
6,789
shares
|
$579,644
0.04% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
6,786
shares
|
$579,388
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
6,782
shares
|
$579,047
0.01% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,749
shares
|
$576,229
0.03% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,744
shares
|
$575,802
0.04% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
6,742
shares
|
$575,631
0.4% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$575,546
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
6,736
shares
|
$575,119
0.34% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
6,725
shares
|
$574,180
0.16% of portfolio
|
Q1 2025
Added 123.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
6,725
shares
|
$574,180
0.13% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
6,719
shares
|
$573,668
0.29% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
6,696
shares
|
$571,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
6,692
shares
|
$571,362
0.31% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
6,676
shares
|
$569,996
0.64% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
6,670
shares
|
$569,484
0.34% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
6,669
shares
|
$569,399
0.25% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$568,801
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
6,649
shares
|
$567,691
0.28% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
6,623
shares
|
$565,471
0.14% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,605
shares
|
$563,934
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
6,600
shares
|
$563,508
0.25% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
6,583
shares
|
$562,056
0.6% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
6,574
shares
|
$561,288
0.2% of portfolio
|
Q1 2025
Reduced 2.0%
|