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 |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
4,730
shares
|
$427,544
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,729
shares
|
$427,454
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
4,725
shares
|
$427,092
0.05% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,715
shares
|
$426,188
0.21% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
4,695
shares
|
$424,381
0.0% of portfolio
|
Q2 2025
Reduced 86.71%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
4,691
shares
|
$424,019
0.0% of portfolio
|
Q2 2025
Added 59.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,676
shares
|
$422,663
0.05% of portfolio
|
Q2 2025
Reduced 80.71%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
4,671
shares
|
$422,211
0.15% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
4,655
shares
|
$420,765
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
4,650
shares
|
$420,313
0.12% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,638
shares
|
$419,228
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$418,144
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,624
shares
|
$417,963
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
4,605
shares
|
$416,245
0.16% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
4,601
shares
|
$415,884
0.11% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,599
shares
|
$415,703
0.12% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
4,594
shares
|
$415,251
0.16% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,588
shares
|
$414,709
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,584
shares
|
$414,347
0.2% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
4,583
shares
|
$414,257
0.07% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
4,575
shares
|
$413,534
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,565
shares
|
$412,630
0.05% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,565
shares
|
$412,630
0.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
4,560
shares
|
$412,178
0.14% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,558
shares
|
$411,997
0.12% of portfolio
|
Q2 2025
Added 35.57%
|