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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,101
shares
|
$435,523
0.01% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,095
shares
|
$435,011
0.18% of portfolio
|
Q1 2025
Added 31.21%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
5,088
shares
|
$434,413
0.19% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
5,085
shares
|
$434,157
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
5,083
shares
|
$433,986
0.06% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,062
shares
|
$432,193
0.2% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,045
shares
|
$430,742
0.08% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$429,376
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,027
shares
|
$429,205
0.29% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
5,016
shares
|
$428,266
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
5,006
shares
|
$427,412
0.3% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
5,000
shares
|
$426,900
0.05% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,990
shares
|
$426,046
0.02% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,930
shares
|
$420,923
0.39% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
4,915
shares
|
$419,642
0.33% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
4,913
shares
|
$419,471
0.27% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$419,386
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,892
shares
|
$417,678
0.07% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
4,891
shares
|
$417,593
0.17% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,889
shares
|
$417,422
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$413,922
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,839
shares
|
$413,153
0.6% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,825
shares
|
$411,958
0.01% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,821
shares
|
$411,616
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,814
shares
|
$411,019
0.04% of portfolio
|
Q4 2024
New holding
|