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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
2,894
shares
|
$247,089
0.14% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
2,892
shares
|
$246,918
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
2,888
shares
|
$246,577
0.13% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
2,882
shares
|
$246,065
0.03% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
2,870
shares
|
$245,040
0.18% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,867
shares
|
$244,784
0.04% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,860
shares
|
$244,186
0.02% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,850
shares
|
$243,333
0.07% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,841
shares
|
$242,564
0.01% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
2,840
shares
|
$242,479
0.06% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,828
shares
|
$241,454
0.02% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,816
shares
|
$240,430
0.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,809
shares
|
$239,832
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,801
shares
|
$239,149
0.05% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
2,793
shares
|
$238,466
0.07% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,785
shares
|
$237,783
0.14% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,785
shares
|
$237,783
0.04% of portfolio
|
Q1 2025
Reduced 47.03%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,778
shares
|
$237,185
0.02% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,778
shares
|
$237,185
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,777
shares
|
$237,100
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
2,775
shares
|
$236,929
0.14% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
2,772
shares
|
$236,673
0.12% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,769
shares
|
$236,417
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
2,765
shares
|
$236,075
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
2,763
shares
|
$235,904
0.1% of portfolio
|
Q1 2025
Added 0.47%
|