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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$522,209
0.37% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,765
shares
|
$521,847
0.1% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
5,750
shares
|
$520,490
0.04% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
5,737
shares
|
$519,313
0.26% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
5,735
shares
|
$519,132
0.17% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,726
shares
|
$518,317
0.14% of portfolio
|
Q2 2025
Reduced 40.67%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
5,714
shares
|
$517,231
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
5,712
shares
|
$517,050
0.46% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,701
shares
|
$516,054
0.08% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
5,689
shares
|
$514,968
0.03% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
5,683
shares
|
$514,425
0.21% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,664
shares
|
$512,705
0.0% of portfolio
|
Q2 2025
Added 65.47%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
5,658
shares
|
$512,162
0.18% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
5,650
shares
|
$511,438
0.45% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
5,645
shares
|
$510,985
0.06% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
5,639
shares
|
$510,442
0.28% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
5,635
shares
|
$510,080
0.18% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
5,632
shares
|
$509,808
0.24% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
5,614
shares
|
$508,179
0.15% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
5,600
shares
|
$506,912
0.05% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,587
shares
|
$505,735
0.05% of portfolio
|
Q2 2023
Reduced 10.49%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
5,557
shares
|
$503,019
0.25% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Aug 13, 2025 Q2 2025 |
5,535
shares
|
$501,028
0.15% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
5,531
shares
|
$500,666
0.09% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,514
shares
|
$499,127
0.15% of portfolio
|
Q2 2025
Reduced 1.25%
|