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 |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
4,179
shares
|
$356,803
0.06% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$356,119
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,171
shares
|
$356,119
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
4,156
shares
|
$354,839
0.14% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,128
shares
|
$352,448
0.18% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,124
shares
|
$352,107
0.17% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
4,111
shares
|
$350,997
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
4,108
shares
|
$350,741
0.17% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,101
shares
|
$350,143
0.14% of portfolio
|
Q1 2025
Reduced 84.34%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,083
shares
|
$348,606
0.12% of portfolio
|
Q1 2025
Added 968.85%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,065
shares
|
$347,069
0.09% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,053
shares
|
$346,045
0.26% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
4,050
shares
|
$345,789
0.01% of portfolio
|
Q1 2025
Reduced 54.11%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
4,049
shares
|
$345,703
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
4,024
shares
|
$343,569
0.19% of portfolio
|
Q2 2024
Added 42.34%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
4,019
shares
|
$343,142
0.26% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
4,018
shares
|
$343,056
0.26% of portfolio
|
Q3 2024
Added 119.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$342,800
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
4,009
shares
|
$342,288
0.06% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
4,001
shares
|
$341,605
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
3,978
shares
|
$339,641
0.1% of portfolio
|
Q2 2025
Reduced 63.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,973
shares
|
$339,214
0.04% of portfolio
|
Q1 2025
Reduced 80.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,968
shares
|
$338,787
0.01% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$336,567
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$336,567
0.03% of portfolio
|
Q2 2023
Added 9.96%
|