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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,549
shares
|
$559,153
0.26% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,535
shares
|
$557,958
0.19% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$555,994
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
6,512
shares
|
$555,994
0.16% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
6,478
shares
|
$553,091
0.19% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
6,440
shares
|
$549,847
0.1% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
6,428
shares
|
$548,822
0.48% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
6,390
shares
|
$545,578
0.02% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,375
shares
|
$544,297
0.04% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
6,364
shares
|
$543,358
0.06% of portfolio
|
Q1 2025
Added 230.77%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
6,347
shares
|
$541,906
0.04% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,343
shares
|
$541,565
0.01% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
6,323
shares
|
$539,857
0.2% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$538,577
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$537,467
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,272
shares
|
$535,503
0.06% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
6,264
shares
|
$534,820
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
6,218
shares
|
$530,892
0.3% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
6,213
shares
|
$530,465
0.13% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,202
shares
|
$529,526
0.16% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
6,199
shares
|
$529,270
0.23% of portfolio
|
Q1 2025
Added 49.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,178
shares
|
$527,477
0.03% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,170
shares
|
$526,794
0.2% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
6,151
shares
|
$525,172
0.21% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
6,122
shares
|
$522,696
0.5% of portfolio
|
Q2 2024
Added 7.46%
|