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 2,108 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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,350
shares
|
$369,445
0.28% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
4,348
shares
|
$369,275
0.06% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$369,105
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,335
shares
|
$368,171
0.15% of portfolio
|
Q2 2025
Reduced 96.46%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,306
shares
|
$365,708
0.07% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
4,291
shares
|
$364,434
0.06% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,289
shares
|
$364,264
0.06% of portfolio
|
Q2 2025
Reduced 53.83%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,287
shares
|
$364,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,274
shares
|
$362,990
0.0% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,272
shares
|
$362,820
0.1% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,246
shares
|
$360,612
0.11% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,230
shares
|
$359,253
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
4,216
shares
|
$358,064
0.17% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
4,190
shares
|
$355,856
0.01% of portfolio
|
Q2 2025
Reduced 51.66%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,187
shares
|
$355,601
0.05% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$354,243
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
4,139
shares
|
$351,525
0.1% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,123
shares
|
$350,166
0.03% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,107
shares
|
$348,807
0.09% of portfolio
|
Q2 2025
Reduced 47.18%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,102
shares
|
$348,382
0.05% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,088
shares
|
$347,193
0.09% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
4,065
shares
|
$345,240
0.07% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
4,057
shares
|
$344,561
0.0% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,053
shares
|
$344,221
0.26% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
4,050
shares
|
$343,966
0.03% of portfolio
|
Q2 2025
Reduced 14.7%
|