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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
3,030
shares
|
$258,701
0.05% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
3,028
shares
|
$258,530
0.24% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,022
shares
|
$258,018
0.04% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,020
shares
|
$257,847
0.05% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,012
shares
|
$257,164
0.0% of portfolio
|
Q2 2025
Reduced 99.58%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,000
shares
|
$256,140
0.03% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,981
shares
|
$254,517
0.03% of portfolio
|
Q1 2025
Added 1312.8%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,966
shares
|
$253,237
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
2,962
shares
|
$252,895
0.08% of portfolio
|
Q1 2025
Reduced 62.72%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,960
shares
|
$252,724
0.03% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
2,955
shares
|
$252,297
0.14% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$252,127
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
2,953
shares
|
$252,127
0.25% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,950
shares
|
$251,871
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,949
shares
|
$251,785
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
2,936
shares
|
$250,675
0.0% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,935
shares
|
$250,590
0.07% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
2,930
shares
|
$250,163
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,924
shares
|
$249,651
0.27% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,923
shares
|
$249,565
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,923
shares
|
$249,565
0.04% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$248,711
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
2,910
shares
|
$248,455
0.13% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,898
shares
|
$247,431
0.16% of portfolio
|
Q2 2024
Reduced 73.83%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,897
shares
|
$247,345
0.1% of portfolio
|
Q1 2025
Added 14.46%
|