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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,847
shares
|
$241,795
0.06% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
2,846
shares
|
$241,710
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,843
shares
|
$241,455
0.08% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,842
shares
|
$241,371
0.08% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,841
shares
|
$241,286
0.07% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
2,840
shares
|
$241,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,839
shares
|
$241,116
0.08% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,816
shares
|
$239,162
0.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,809
shares
|
$238,568
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,805
shares
|
$238,228
0.02% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,801
shares
|
$237,888
0.05% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,791
shares
|
$237,039
0.1% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
2,788
shares
|
$236,784
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,787
shares
|
$236,699
0.03% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,779
shares
|
$236,020
0.09% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
2,779
shares
|
$236,020
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,778
shares
|
$235,935
0.02% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
2,777
shares
|
$235,850
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
2,775
shares
|
$235,680
0.14% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
2,771
shares
|
$235,341
0.11% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
2,770
shares
|
$235,256
0.09% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$235,171
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
2,765
shares
|
$234,831
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,764
shares
|
$234,746
0.06% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$234,406
0.23% of portfolio
|
Q4 2024
New holding
|