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 |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
6,007
shares
|
$543,753
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
6,002
shares
|
$543,301
0.11% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
5,975
shares
|
$540,857
0.08% of portfolio
|
Q2 2025
Reduced 33.95%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,973
shares
|
$540,675
0.1% of portfolio
|
Q2 2025
Added 71.29%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
5,959
shares
|
$539,408
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
5,956
shares
|
$539,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,950
shares
|
$538,594
0.04% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,944
shares
|
$538,050
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
5,924
shares
|
$536,240
0.28% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$534,249
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
5,879
shares
|
$532,167
0.22% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
5,870
shares
|
$531,352
0.07% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,865
shares
|
$530,899
0.16% of portfolio
|
Q2 2025
Reduced 87.37%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,858
shares
|
$530,266
0.27% of portfolio
|
Q2 2025
Added 55.34%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
5,850
shares
|
$529,542
0.24% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
5,837
shares
|
$528,365
0.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
5,829
shares
|
$527,641
0.1% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,812
shares
|
$526,102
0.05% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
5,811
shares
|
$526,011
0.1% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
5,806
shares
|
$525,559
0.03% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
5,798
shares
|
$524,834
0.28% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$524,472
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,791
shares
|
$524,201
0.03% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,786
shares
|
$523,748
0.58% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,772
shares
|
$522,481
0.03% of portfolio
|
Q2 2025
Reduced 5.1%
|