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 |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
3,023
shares
|
$256,743
0.12% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,020
shares
|
$256,488
0.03% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
3,018
shares
|
$256,318
0.13% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,012
shares
|
$255,809
0.0% of portfolio
|
Q2 2025
Reduced 99.58%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,002
shares
|
$254,959
0.15% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$254,790
0.03% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$254,790
0.11% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$252,666
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
2,971
shares
|
$252,327
0.2% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,960
shares
|
$251,392
0.03% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$250,798
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,950
shares
|
$250,543
0.09% of portfolio
|
Q2 2025
Reduced 75.65%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,949
shares
|
$250,458
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,935
shares
|
$249,269
0.07% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
2,925
shares
|
$248,420
0.17% of portfolio
|
Q2 2025
Reduced 40.49%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,923
shares
|
$248,250
0.04% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$247,401
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,908
shares
|
$246,976
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,907
shares
|
$246,891
0.11% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,898
shares
|
$246,127
0.16% of portfolio
|
Q2 2024
Reduced 73.83%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,861
shares
|
$242,984
0.05% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
2,856
shares
|
$242,560
0.09% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,853
shares
|
$242,305
0.02% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,850
shares
|
$242,050
0.07% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,847
shares
|
$241,795
0.03% of portfolio
|
Q2 2025
New holding
|