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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$374,903
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,387
shares
|
$374,562
0.17% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,375
shares
|
$373,537
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,372
shares
|
$373,281
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,368
shares
|
$372,939
0.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$372,342
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$371,061
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
4,337
shares
|
$370,293
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
4,326
shares
|
$369,353
0.05% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,324
shares
|
$369,183
0.4% of portfolio
|
Q1 2025
Added 33.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,320
shares
|
$368,841
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
4,313
shares
|
$368,243
0.32% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
4,312
shares
|
$368,158
0.04% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,306
shares
|
$367,646
0.07% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,289
shares
|
$366,194
0.06% of portfolio
|
Q2 2025
Reduced 53.83%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,270
shares
|
$364,572
0.0% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,246
shares
|
$362,523
0.11% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,223
shares
|
$360,559
0.01% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,213
shares
|
$359,705
0.2% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
4,200
shares
|
$358,596
0.13% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
4,200
shares
|
$358,596
0.08% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,188
shares
|
$357,571
0.0% of portfolio
|
Q1 2025
Added 112.27%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,187
shares
|
$357,486
0.05% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
4,181
shares
|
$356,973
0.0% of portfolio
|
Q1 2025
Reduced 71.74%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,181
shares
|
$356,973
0.02% of portfolio
|
Q1 2025
Reduced 18.48%
|