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 |
|---|---|---|---|---|---|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
4,029
shares
|
$342,182
0.04% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,024
shares
|
$341,758
0.15% of portfolio
|
Q2 2024
Added 42.34%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,024
shares
|
$341,758
0.06% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
4,020
shares
|
$341,418
0.1% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
4,019
shares
|
$341,333
0.22% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
4,018
shares
|
$341,248
0.2% of portfolio
|
Q3 2024
Added 119.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$340,993
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,010
shares
|
$340,569
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
4,005
shares
|
$340,144
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$339,720
0.59% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,993
shares
|
$339,125
0.02% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
3,978
shares
|
$337,851
0.1% of portfolio
|
Q2 2025
Reduced 63.48%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
3,971
shares
|
$337,257
0.11% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,961
shares
|
$336,407
0.02% of portfolio
|
Q2 2025
Added 50.84%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,951
shares
|
$335,558
0.03% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$334,794
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$334,794
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,938
shares
|
$334,454
0.01% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,926
shares
|
$333,435
0.07% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
3,925
shares
|
$333,350
0.27% of portfolio
|
Q2 2025
Added 34.23%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,914
shares
|
$332,416
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
3,881
shares
|
$329,613
0.02% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,872
shares
|
$328,848
0.12% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,842
shares
|
$326,301
0.25% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
3,818
shares
|
$324,262
0.09% of portfolio
|
Q3 2024
Reduced 1.06%
|