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 |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
3,215
shares
|
$273,049
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
3,201
shares
|
$271,860
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
3,195
shares
|
$271,351
0.19% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,195
shares
|
$271,351
0.07% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
3,182
shares
|
$270,247
0.22% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,174
shares
|
$269,567
0.08% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,172
shares
|
$269,397
0.03% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,158
shares
|
$268,208
0.11% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
3,149
shares
|
$267,444
0.29% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,142
shares
|
$266,850
0.06% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,141
shares
|
$266,765
0.14% of portfolio
|
Q1 2025
Reduced 75.58%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
3,140
shares
|
$266,680
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$265,576
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
3,120
shares
|
$264,981
0.13% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
3,107
shares
|
$263,877
0.12% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,100
shares
|
$263,283
0.27% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,085
shares
|
$262,009
0.02% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
3,084
shares
|
$261,924
0.03% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
3,079
shares
|
$261,499
0.12% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,070
shares
|
$260,735
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
3,062
shares
|
$260,055
0.06% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
3,051
shares
|
$259,121
0.22% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,039
shares
|
$258,102
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,032
shares
|
$257,507
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,024
shares
|
$256,828
0.03% of portfolio
|
Q2 2025
Added 5.48%
|