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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
5,513
shares
|
$498,320
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$497,145
0.06% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
5,500
shares
|
$497,145
0.36% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
5,493
shares
|
$496,512
0.4% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
5,475
shares
|
$494,885
0.15% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,440
shares
|
$491,721
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$491,721
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,428
shares
|
$490,636
0.23% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,419
shares
|
$489,823
0.06% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$489,371
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
5,390
shares
|
$487,202
0.08% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,383
shares
|
$486,569
0.08% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,381
shares
|
$486,388
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,379
shares
|
$486,207
0.03% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$486,117
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
5,354
shares
|
$483,948
0.07% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
5,346
shares
|
$483,224
0.44% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,331
shares
|
$481,869
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
5,310
shares
|
$479,970
0.31% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
5,263
shares
|
$475,722
0.38% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
5,241
shares
|
$473,733
0.43% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
5,240
shares
|
$473,643
0.13% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,228
shares
|
$472,558
0.15% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,220
shares
|
$471,835
0.02% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
5,212
shares
|
$471,112
0.1% of portfolio
|
Q2 2025
Added 0.91%
|