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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,663
shares
|
$312,746
0.31% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,641
shares
|
$310,868
0.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,637
shares
|
$310,527
0.04% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
3,635
shares
|
$310,356
0.1% of portfolio
|
Q1 2025
Added 47.05%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
3,597
shares
|
$307,111
0.35% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,594
shares
|
$306,855
0.05% of portfolio
|
Q1 2025
Added 258.33%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,585
shares
|
$306,087
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
3,580
shares
|
$305,660
0.03% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,579
shares
|
$305,575
0.16% of portfolio
|
Q1 2025
Reduced 65.6%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
3,577
shares
|
$305,404
0.27% of portfolio
|
Q1 2025
Added 28.95%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
3,563
shares
|
$304,208
0.08% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,563
shares
|
$304,208
0.04% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
3,561
shares
|
$304,038
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,540
shares
|
$302,245
0.14% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,530
shares
|
$301,391
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,529
shares
|
$301,306
0.02% of portfolio
|
Q1 2025
Reduced 37.47%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,522
shares
|
$300,708
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
3,520
shares
|
$300,537
0.22% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
3,516
shares
|
$300,196
0.13% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
3,515
shares
|
$300,110
0.09% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
3,510
shares
|
$299,683
0.22% of portfolio
|
Q1 2025
Reduced 0.03%
|