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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,209
shares
|
$470,841
0.14% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,207
shares
|
$470,660
0.02% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,201
shares
|
$470,118
0.03% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,180
shares
|
$468,220
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
5,176
shares
|
$467,858
0.21% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
5,174
shares
|
$467,677
0.08% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$467,587
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,165
shares
|
$466,864
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
5,162
shares
|
$466,593
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
5,161
shares
|
$466,502
0.0% of portfolio
|
Q2 2025
Reduced 95.69%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
5,142
shares
|
$464,785
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,140
shares
|
$464,604
0.22% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
5,131
shares
|
$463,791
0.21% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
5,123
shares
|
$463,067
0.2% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,116
shares
|
$462,435
0.12% of portfolio
|
Q2 2025
Reduced 97.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$462,073
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
5,085
shares
|
$459,633
0.03% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,084
shares
|
$459,542
0.23% of portfolio
|
Q2 2025
Reduced 65.12%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,078
shares
|
$459,000
0.07% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,054
shares
|
$456,831
0.07% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
5,047
shares
|
$456,198
0.26% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,046
shares
|
$456,107
0.1% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,045
shares
|
$456,017
0.08% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,032
shares
|
$454,842
0.15% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$454,571
0.07% of portfolio
|
Q3 2022
Added 3.5%
|