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 2,108 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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
217,909
shares
|
$18.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
215,973
shares
|
$18.3 Million
0.53% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
213,770
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
212,088
shares
|
$18 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$18 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
211,348
shares
|
$17.9 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
210,759
shares
|
$17.9 Million
0.56% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
209,253
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Added 30.73%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
205,033
shares
|
$17.4 Million
1.8% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
204,312
shares
|
$17.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
203,296
shares
|
$17.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 50.64%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
202,362
shares
|
$17.2 Million
1.12% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Aug 14, 2025 Q2 2025 |
202,300
shares
|
$17.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
197,391
shares
|
$16.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
196,866
shares
|
$16.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
193,853
shares
|
$16.5 Million
2.97% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$16.3 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|
|
|
Granger Management LLC
|
Aug 13, 2025 Q2 2025 |
190,773
shares
|
$16.2 Million
6.05% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
190,051
shares
|
$16.1 Million
0.02% of portfolio
|
Q2 2025
Added 216.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
188,845
shares
|
$16 Million
0.14% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
185,052
shares
|
$15.7 Million
3.43% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
183,973
shares
|
$15.6 Million
0.55% of portfolio
|
Q2 2025
Added 42.84%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
183,200
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2025
Added 500.97%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
181,859
shares
|
$15.4 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$15.2 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|