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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
5,016
shares
|
$453,396
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
4,991
shares
|
$451,136
0.24% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
4,967
shares
|
$448,967
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
4,961
shares
|
$448,424
0.13% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
4,944
shares
|
$446,888
0.05% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,933
shares
|
$445,893
0.16% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$443,995
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
4,900
shares
|
$442,911
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
4,900
shares
|
$442,911
0.29% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,889
shares
|
$441,916
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,887
shares
|
$441,735
0.24% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
4,884
shares
|
$441,464
0.14% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,874
shares
|
$440,560
0.0% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$438,210
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
4,838
shares
|
$437,306
0.07% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
4,808
shares
|
$434,595
0.15% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,796
shares
|
$433,510
0.18% of portfolio
|
Q1 2025
Reduced 84.79%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
4,794
shares
|
$433,329
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
4,783
shares
|
$432,335
0.2% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,777
shares
|
$431,793
0.01% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,771
shares
|
$431,250
0.06% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
4,750
shares
|
$429,352
0.08% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
4,749
shares
|
$429,262
0.04% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
4,747
shares
|
$429,081
0.21% of portfolio
|
Q2 2025
Reduced 18.99%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
4,736
shares
|
$428,087
0.1% of portfolio
|
Q2 2025
Reduced 0.78%
|