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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$459,173
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,376
shares
|
$459,002
0.26% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,360
shares
|
$457,636
0.02% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
5,356
shares
|
$457,295
0.04% of portfolio
|
Q1 2025
Reduced 86.32%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
5,355
shares
|
$457,209
0.29% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
5,346
shares
|
$456,441
0.44% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
5,330
shares
|
$455,075
0.06% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
5,327
shares
|
$454,819
0.08% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,301
shares
|
$452,599
0.03% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,288
shares
|
$451,489
0.01% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,263
shares
|
$449,354
0.09% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
5,237
shares
|
$447,135
0.06% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,228
shares
|
$446,366
0.15% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
5,224
shares
|
$446,025
0.05% of portfolio
|
Q1 2025
Reduced 81.24%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
5,176
shares
|
$441,926
0.21% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$441,670
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
5,165
shares
|
$440,987
0.11% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,150
shares
|
$439,707
0.02% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
5,146
shares
|
$439,365
0.02% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,146
shares
|
$439,365
0.04% of portfolio
|
Q1 2025
Added 70.74%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
5,142
shares
|
$439,023
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
5,131
shares
|
$438,084
0.25% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,129
shares
|
$437,914
0.29% of portfolio
|
Q1 2025
Added 40.87%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
5,123
shares
|
$437,401
0.2% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$436,462
0.23% of portfolio
|
Q1 2024
New holding
|