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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
5,607
shares
|
$478,725
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,604
shares
|
$478,469
0.09% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,587
shares
|
$477,018
0.05% of portfolio
|
Q2 2023
Reduced 10.49%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
5,585
shares
|
$476,847
0.17% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,584
shares
|
$476,761
0.17% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,573
shares
|
$475,822
0.05% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
5,566
shares
|
$475,225
0.03% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
5,557
shares
|
$474,456
0.25% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,542
shares
|
$473,175
0.01% of portfolio
|
Q1 2025
Reduced 93.41%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
5,539
shares
|
$472,919
0.34% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
5,531
shares
|
$472,236
0.1% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
5,525
shares
|
$471,724
0.08% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,510
shares
|
$470,443
0.1% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
May 15, 2025 Q1 2025 |
5,500
shares
|
$469,590
0.29% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
5,500
shares
|
$469,590
0.44% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
5,493
shares
|
$468,992
0.43% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
5,493
shares
|
$468,992
0.4% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
5,467
shares
|
$466,772
0.18% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,440
shares
|
$464,467
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$464,467
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$462,247
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,393
shares
|
$460,454
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,392
shares
|
$460,368
0.19% of portfolio
|
Q1 2025
Added 69.88%
|