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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$569,823
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,289
shares
|
$569,280
0.01% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,288
shares
|
$569,189
0.39% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,283
shares
|
$568,737
0.03% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,273
shares
|
$567,831
0.13% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,272
shares
|
$567,741
0.0% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,272
shares
|
$567,741
0.06% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
6,260
shares
|
$566,655
0.02% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
6,251
shares
|
$565,840
0.01% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
6,225
shares
|
$563,487
0.13% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,203
shares
|
$561,495
0.02% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
6,200
shares
|
$561,224
0.11% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,181
shares
|
$559,504
0.3% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
6,173
shares
|
$558,779
0.02% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,170
shares
|
$558,508
0.2% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
6,151
shares
|
$556,788
0.06% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,122
shares
|
$554,163
0.43% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
6,119
shares
|
$553,891
0.14% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,119
shares
|
$553,891
0.03% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
6,085
shares
|
$550,814
0.27% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
6,073
shares
|
$549,727
0.11% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
6,068
shares
|
$549,275
0.23% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,027
shares
|
$545,564
0.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
6,019
shares
|
$544,839
0.1% of portfolio
|
Q2 2025
Added 1404.75%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
6,014
shares
|
$544,387
0.02% of portfolio
|
Q1 2025
Reduced 4.71%
|