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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,556
shares
|
$217,081
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
2,555
shares
|
$216,996
0.12% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
2,539
shares
|
$215,637
0.04% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
2,535
shares
|
$215,297
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$215,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,531
shares
|
$214,957
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
2,530
shares
|
$214,872
0.05% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,525
shares
|
$214,448
0.15% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,524
shares
|
$214,363
0.01% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,521
shares
|
$214,108
0.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,519
shares
|
$213,938
0.06% of portfolio
|
Q2 2025
Reduced 30.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$213,174
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,506
shares
|
$212,834
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
2,505
shares
|
$212,749
0.18% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$212,325
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$212,325
0.11% of portfolio
|
Q2 2025
Reduced 72.97%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,498
shares
|
$212,155
0.25% of portfolio
|
Q1 2025
Reduced 35.8%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,491
shares
|
$211,560
0.08% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
2,490
shares
|
$211,475
0.05% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
2,482
shares
|
$210,796
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Stack Financial Management, Inc
|
Jul 25, 2025 Q2 2025 |
2,473
shares
|
$210,031
0.02% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,473
shares
|
$210,031
0.01% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,461
shares
|
$209,012
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$208,333
0.02% of portfolio
|
Q4 2022
Added 77.75%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$208,163
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|