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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,676
shares
|
$227,272
0.02% of portfolio
|
Q2 2025
Reduced 41.9%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$226,593
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,658
shares
|
$225,743
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
2,650
shares
|
$225,064
0.12% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,635
shares
|
$223,790
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,634
shares
|
$223,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,633
shares
|
$223,620
0.09% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,631
shares
|
$223,450
0.01% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,627
shares
|
$223,111
0.04% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
2,624
shares
|
$222,856
0.1% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
2,619
shares
|
$222,431
0.31% of portfolio
|
Q2 2025
Reduced 52.32%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
2,616
shares
|
$222,176
0.06% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$222,091
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,614
shares
|
$222,007
0.05% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
2,614
shares
|
$222,007
0.17% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,605
shares
|
$221,242
0.04% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,602
shares
|
$220,987
0.01% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,598
shares
|
$220,648
0.05% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$219,968
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
2,577
shares
|
$218,864
0.02% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,577
shares
|
$218,864
0.02% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,567
shares
|
$218,015
0.12% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,565
shares
|
$217,845
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,561
shares
|
$217,505
0.0% of portfolio
|
Q2 2025
Added 256000.0%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
2,559
shares
|
$217,335
0.03% of portfolio
|
Q2 2025
Reduced 9.96%
|