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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,201
shares
|
$273,301
0.01% of portfolio
|
Q1 2025
Added 90.99%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
3,201
shares
|
$273,301
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,189
shares
|
$272,276
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,188
shares
|
$272,191
0.02% of portfolio
|
Q1 2025
Reduced 43.0%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
3,182
shares
|
$271,679
0.22% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
3,162
shares
|
$269,971
0.13% of portfolio
|
Q4 2024
Reduced 24.48%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
3,160
shares
|
$269,800
0.03% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,153
shares
|
$269,203
0.1% of portfolio
|
Q1 2025
Added 112.47%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,149
shares
|
$268,861
0.33% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,142
shares
|
$268,263
0.06% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,141
shares
|
$268,178
0.18% of portfolio
|
Q1 2025
Reduced 75.58%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
3,140
shares
|
$268,093
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
3,133
shares
|
$267,495
0.26% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$266,983
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,124
shares
|
$266,727
0.04% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,120
shares
|
$266,385
0.16% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,100
shares
|
$264,678
0.27% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,100
shares
|
$264,678
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
3,089
shares
|
$263,738
0.11% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,063
shares
|
$261,518
0.02% of portfolio
|
Q1 2025
Reduced 30.76%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
3,060
shares
|
$261,262
0.04% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,048
shares
|
$260,238
0.07% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
3,043
shares
|
$259,811
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,040
shares
|
$259,555
0.03% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,032
shares
|
$258,872
0.01% of portfolio
|
Q2 2022
New holding
|