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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,760
shares
|
$235,648
0.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$235,648
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
2,758
shares
|
$235,478
0.13% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
2,755
shares
|
$235,221
0.02% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$235,051
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,746
shares
|
$234,453
0.09% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
2,746
shares
|
$234,453
0.11% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
2,742
shares
|
$234,111
0.05% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
2,742
shares
|
$234,111
0.05% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$233,855
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$233,770
0.02% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,732
shares
|
$233,258
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,717
shares
|
$231,977
0.02% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,713
shares
|
$231,635
0.01% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$231,379
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,709
shares
|
$231,294
0.0% of portfolio
|
Q1 2025
Reduced 93.27%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,705
shares
|
$230,952
0.22% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
2,700
shares
|
$230,526
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,699
shares
|
$230,440
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,693
shares
|
$229,928
0.02% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
2,684
shares
|
$229,159
0.13% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
2,683
shares
|
$229,074
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
2,677
shares
|
$228,562
0.03% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
2,674
shares
|
$228,306
0.02% of portfolio
|
Q1 2025
Reduced 68.34%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$227,793
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|