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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
3,817
shares
|
$324,177
0.03% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,803
shares
|
$322,988
0.0% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,779
shares
|
$320,950
0.28% of portfolio
|
Q2 2025
Added 77.35%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
3,776
shares
|
$320,695
0.07% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$319,506
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,750
shares
|
$318,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
3,743
shares
|
$317,892
0.08% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
3,732
shares
|
$316,958
0.03% of portfolio
|
Q2 2025
Added 66.46%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,729
shares
|
$316,703
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
3,719
shares
|
$315,854
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,712
shares
|
$315,260
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,705
shares
|
$314,665
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
3,703
shares
|
$314,495
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
3,696
shares
|
$313,901
0.09% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,693
shares
|
$313,646
0.02% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
3,692
shares
|
$313,561
0.25% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
3,680
shares
|
$312,542
0.0% of portfolio
|
Q2 2025
Reduced 48.75%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,676
shares
|
$312,202
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,654
shares
|
$310,334
0.04% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
3,623
shares
|
$307,701
0.2% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
3,597
shares
|
$305,493
0.35% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,592
shares
|
$305,068
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,591
shares
|
$304,983
0.01% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,584
shares
|
$304,389
0.06% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,582
shares
|
$304,219
0.01% of portfolio
|
Q2 2025
Reduced 8.15%
|