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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,926
shares
|
$335,201
0.07% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,913
shares
|
$334,091
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,900
shares
|
$332,982
0.01% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,894
shares
|
$332,469
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,881
shares
|
$331,359
0.03% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,877
shares
|
$331,018
0.02% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
3,875
shares
|
$330,847
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,872
shares
|
$330,591
0.12% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
3,842
shares
|
$328,029
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
3,819
shares
|
$326,066
0.29% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
3,818
shares
|
$325,980
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
3,817
shares
|
$325,895
0.04% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,811
shares
|
$325,383
0.34% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
3,769
shares
|
$321,797
0.11% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$321,199
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,755
shares
|
$320,601
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,754
shares
|
$320,516
0.24% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
3,742
shares
|
$319,491
0.27% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,740
shares
|
$319,321
0.0% of portfolio
|
Q1 2025
Reduced 24.43%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
3,737
shares
|
$319,065
0.12% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,729
shares
|
$318,382
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,725
shares
|
$318,040
0.02% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
3,703
shares
|
$316,162
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,692
shares
|
$315,222
0.33% of portfolio
|
Q1 2025
Reduced 34.6%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,676
shares
|
$313,856
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|