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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,561
shares
|
$302,435
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
3,558
shares
|
$302,180
0.12% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,547
shares
|
$301,246
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
3,542
shares
|
$300,822
0.1% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,540
shares
|
$300,652
0.12% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,534
shares
|
$300,142
0.03% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,530
shares
|
$299,802
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
3,520
shares
|
$298,953
0.18% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
3,516
shares
|
$298,613
0.11% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
3,510
shares
|
$298,104
0.22% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,500
shares
|
$297,255
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,492
shares
|
$296,575
0.04% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,489
shares
|
$296,320
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$296,065
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,480
shares
|
$295,556
0.05% of portfolio
|
Q1 2025
Reduced 42.76%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,478
shares
|
$295,386
0.05% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
3,470
shares
|
$294,707
0.09% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
3,461
shares
|
$293,942
0.18% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
3,455
shares
|
$293,433
0.23% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,452
shares
|
$293,178
0.02% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
3,445
shares
|
$292,583
0.12% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
3,439
shares
|
$292,074
0.1% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$291,055
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
3,409
shares
|
$289,526
0.21% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,405
shares
|
$289,186
0.02% of portfolio
|
Q2 2025
Added 30.41%
|