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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
6,104
shares
|
$521,159
0.1% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
6,082
shares
|
$519,281
0.04% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,055
shares
|
$516,975
0.0% of portfolio
|
Q1 2025
Added 205.96%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
6,042
shares
|
$515,865
0.62% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,027
shares
|
$514,585
0.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,018
shares
|
$513,816
0.03% of portfolio
|
Q1 2025
Added 44.8%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,014
shares
|
$513,475
0.03% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
6,014
shares
|
$513,475
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
6,000
shares
|
$512,280
0.05% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,980
shares
|
$510,572
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
5,972
shares
|
$509,889
0.16% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
5,950
shares
|
$508,011
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
5,950
shares
|
$508,011
0.21% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,918
shares
|
$505,278
0.21% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,912
shares
|
$504,766
0.18% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
5,905
shares
|
$504,168
0.02% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$503,912
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
5,897
shares
|
$503,485
0.15% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
5,897
shares
|
$503,485
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
5,883
shares
|
$502,290
0.31% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,880
shares
|
$502,034
0.41% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
5,860
shares
|
$500,326
0.26% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,858
shares
|
$500,156
0.27% of portfolio
|
Q2 2025
Added 55.34%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
5,855
shares
|
$499,899
0.05% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
5,851
shares
|
$499,558
0.13% of portfolio
|
Q1 2025
Added 0.09%
|