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 |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
2,755
shares
|
$233,982
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,754
shares
|
$233,897
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$233,812
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
2,749
shares
|
$233,472
0.11% of portfolio
|
Q2 2025
Reduced 29.06%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
2,745
shares
|
$233,132
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,744
shares
|
$233,047
0.02% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,742
shares
|
$232,878
0.04% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$232,623
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$232,538
0.02% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,729
shares
|
$231,773
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,720
shares
|
$231,009
0.11% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,719
shares
|
$230,924
0.0% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
2,717
shares
|
$230,754
0.07% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
2,714
shares
|
$230,500
0.06% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
2,714
shares
|
$230,500
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,711
shares
|
$230,245
0.03% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$230,160
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,709
shares
|
$230,075
0.0% of portfolio
|
Q1 2025
Reduced 93.27%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,705
shares
|
$229,735
0.22% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,703
shares
|
$229,565
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
2,700
shares
|
$229,311
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,699
shares
|
$229,226
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,698
shares
|
$229,141
0.02% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
2,695
shares
|
$228,886
0.11% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
2,677
shares
|
$227,357
0.02% of portfolio
|
Q1 2025
Reduced 29.31%
|