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 2,109 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 |
|---|---|---|---|---|---|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
4,555
shares
|
$386,856
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
4,555
shares
|
$386,856
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
4,548
shares
|
$386,261
0.0% of portfolio
|
Q2 2025
Added 26652.94%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
4,534
shares
|
$385,072
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
4,531
shares
|
$384,817
0.02% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,510
shares
|
$383,034
0.04% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,504
shares
|
$382,524
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
4,474
shares
|
$379,976
0.09% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
4,465
shares
|
$379,212
0.1% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,460
shares
|
$378,787
0.05% of portfolio
|
Q2 2025
Added 45.75%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
4,452
shares
|
$378,108
0.04% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,450
shares
|
$377,938
0.02% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,442
shares
|
$377,259
0.04% of portfolio
|
Q2 2025
Reduced 80.15%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,439
shares
|
$377,004
0.03% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$376,664
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,407
shares
|
$374,286
0.28% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
4,399
shares
|
$373,607
0.36% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$372,927
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,387
shares
|
$372,587
0.17% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,375
shares
|
$371,568
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,372
shares
|
$371,313
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
4,365
shares
|
$370,719
0.13% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$370,379
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,356
shares
|
$369,955
0.01% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
4,351
shares
|
$369,530
0.03% of portfolio
|
Q2 2025
Added 0.9%
|