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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,401
shares
|
$288,846
0.02% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,400
shares
|
$288,762
0.0% of portfolio
|
Q2 2025
Reduced 96.78%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$288,762
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
3,400
shares
|
$288,762
0.09% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
3,383
shares
|
$287,318
0.04% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,382
shares
|
$287,233
0.19% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,379
shares
|
$286,978
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$286,383
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
3,370
shares
|
$286,214
0.06% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
3,353
shares
|
$284,770
0.11% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
3,337
shares
|
$283,411
0.06% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
3,328
shares
|
$282,647
0.12% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
3,319
shares
|
$281,882
0.07% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,313
shares
|
$281,373
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
3,307
shares
|
$280,863
0.23% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
3,300
shares
|
$280,269
0.19% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,297
shares
|
$280,014
0.0% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,279
shares
|
$278,485
0.0% of portfolio
|
Q2 2025
Reduced 65.08%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,252
shares
|
$276,192
0.08% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,251
shares
|
$276,107
0.08% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,250
shares
|
$276,022
0.05% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
3,247
shares
|
$275,767
0.03% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,237
shares
|
$274,918
0.14% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,216
shares
|
$273,134
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,216
shares
|
$273,134
0.03% of portfolio
|
Q2 2025
Reduced 52.61%
|