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 |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
5,848
shares
|
$499,302
0.12% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
5,829
shares
|
$497,680
0.1% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,822
shares
|
$497,082
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
5,814
shares
|
$496,399
0.26% of portfolio
|
Q1 2025
Reduced 70.58%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$494,691
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
5,792
shares
|
$494,520
0.54% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,791
shares
|
$494,435
0.03% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,785
shares
|
$493,923
0.01% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$492,557
0.37% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,765
shares
|
$492,215
0.1% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
5,763
shares
|
$492,044
0.26% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
5,763
shares
|
$492,044
0.02% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,740
shares
|
$490,081
0.04% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,726
shares
|
$488,885
0.14% of portfolio
|
Q2 2025
Reduced 40.67%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,711
shares
|
$487,605
0.11% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
5,690
shares
|
$485,812
0.1% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,689
shares
|
$485,726
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
5,650
shares
|
$482,397
0.52% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,643
shares
|
$481,799
0.05% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
5,639
shares
|
$481,457
0.28% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
5,636
shares
|
$481,201
0.15% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
5,635
shares
|
$481,116
0.17% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
5,632
shares
|
$480,860
0.24% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
5,627
shares
|
$480,433
0.52% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
5,614
shares
|
$479,323
0.15% of portfolio
|
Q2 2025
Reduced 2.2%
|