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 2,165 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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,599
shares
|
$392,662
0.12% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
4,592
shares
|
$392,064
0.35% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
4,590
shares
|
$391,894
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,588
shares
|
$391,723
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,585
shares
|
$391,467
0.02% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
4,583
shares
|
$391,296
0.07% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
4,575
shares
|
$390,613
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
4,560
shares
|
$389,332
0.12% of portfolio
|
Q1 2025
Added 72.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
4,560
shares
|
$389,332
0.17% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,555
shares
|
$388,905
0.25% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
4,550
shares
|
$388,479
0.14% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
4,534
shares
|
$387,112
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
4,532
shares
|
$386,942
0.33% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
4,482
shares
|
$382,673
0.18% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,468
shares
|
$381,477
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,466
shares
|
$381,307
0.11% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,465
shares
|
$381,221
0.06% of portfolio
|
Q1 2025
Added 18.4%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,462
shares
|
$380,965
0.02% of portfolio
|
Q1 2025
Added 65.32%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,457
shares
|
$380,538
0.06% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
4,455
shares
|
$380,367
0.12% of portfolio
|
Q1 2025
Reduced 82.98%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
4,452
shares
|
$380,111
0.04% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,450
shares
|
$379,941
0.02% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$378,660
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
4,414
shares
|
$376,867
0.18% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
4,399
shares
|
$375,586
0.65% of portfolio
|
Q1 2025
New holding
|