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 |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,658
shares
|
$226,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
2,650
shares
|
$226,257
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
2,650
shares
|
$226,257
0.14% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,635
shares
|
$224,976
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,631
shares
|
$224,634
0.01% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,628
shares
|
$224,378
0.06% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,626
shares
|
$224,207
0.01% of portfolio
|
Q1 2025
Reduced 21.24%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,616
shares
|
$223,354
0.11% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$223,268
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,611
shares
|
$222,927
0.01% of portfolio
|
Q1 2025
Reduced 61.48%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
2,611
shares
|
$222,927
0.08% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
2,611
shares
|
$222,927
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
2,600
shares
|
$221,988
0.04% of portfolio
|
Q1 2025
Reduced 75.38%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,599
shares
|
$221,902
0.09% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$221,134
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
2,583
shares
|
$220,536
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,577
shares
|
$220,024
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,560
shares
|
$218,572
0.03% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
2,559
shares
|
$218,487
0.03% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,544
shares
|
$217,206
0.02% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
2,544
shares
|
$217,206
0.0% of portfolio
|
Q1 2025
Reduced 69.9%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
2,540
shares
|
$216,865
0.06% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
2,539
shares
|
$216,779
0.05% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
2,535
shares
|
$216,438
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,534
shares
|
$216,352
0.0% of portfolio
|
Q1 2025
New holding
|