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 |
|---|---|---|---|---|---|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,797
shares
|
$409,567
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,796
shares
|
$409,482
0.22% of portfolio
|
Q1 2025
Reduced 84.79%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
4,794
shares
|
$409,311
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
4,778
shares
|
$407,945
0.48% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
4,773
shares
|
$407,518
0.12% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,772
shares
|
$407,433
0.28% of portfolio
|
Q1 2025
Reduced 49.83%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,771
shares
|
$407,347
0.06% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
4,759
shares
|
$406,323
0.06% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
4,753
shares
|
$405,811
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,750
shares
|
$405,555
0.09% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
4,748
shares
|
$405,384
0.04% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
4,741
shares
|
$404,786
0.12% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,736
shares
|
$404,359
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
4,731
shares
|
$403,932
0.08% of portfolio
|
Q1 2025
Reduced 94.98%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
4,730
shares
|
$403,847
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
4,711
shares
|
$402,225
0.12% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,655
shares
|
$397,443
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
4,649
shares
|
$396,931
0.16% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,639
shares
|
$396,077
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
4,637
shares
|
$395,907
0.06% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,628
shares
|
$395,138
0.04% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$394,967
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,624
shares
|
$394,797
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
4,606
shares
|
$393,260
0.05% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
4,601
shares
|
$392,833
0.13% of portfolio
|
Q1 2025
Reduced 0.65%
|