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 |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
3,505
shares
|
$299,256
0.08% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,501
shares
|
$298,915
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,492
shares
|
$298,146
0.04% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
3,487
shares
|
$297,720
0.07% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$297,634
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
3,480
shares
|
$297,122
0.06% of portfolio
|
Q1 2025
Reduced 42.76%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
3,470
shares
|
$296,268
0.09% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
3,461
shares
|
$295,500
0.18% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
3,459
shares
|
$295,329
0.21% of portfolio
|
Q1 2025
Reduced 38.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,449
shares
|
$294,475
0.03% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
3,442
shares
|
$293,877
0.19% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,440
shares
|
$293,707
0.07% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
3,430
shares
|
$292,853
0.14% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$292,597
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,423
shares
|
$292,255
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,403
shares
|
$290,548
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$290,292
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
3,391
shares
|
$289,523
0.29% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
3,390
shares
|
$289,438
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
3,384
shares
|
$288,925
0.16% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
3,383
shares
|
$288,840
0.04% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
3,383
shares
|
$288,840
0.26% of portfolio
|
Q1 2025
Reduced 51.53%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,382
shares
|
$288,755
0.19% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,379
shares
|
$288,499
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,378
shares
|
$288,413
0.09% of portfolio
|
Q1 2025
Added 17.13%
|