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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,449
shares
|
$207,993
0.02% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
2,443
shares
|
$207,483
0.18% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
2,443
shares
|
$207,483
0.08% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,434
shares
|
$206,719
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
2,421
shares
|
$205,615
0.07% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
2,418
shares
|
$205,360
0.2% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
2,410
shares
|
$204,681
0.05% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,400
shares
|
$203,832
0.08% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$203,832
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$203,832
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,391
shares
|
$203,067
0.04% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
2,390
shares
|
$202,982
0.04% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
2,390
shares
|
$202,982
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
2,385
shares
|
$202,558
0.09% of portfolio
|
Q2 2025
Reduced 62.78%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,382
shares
|
$202,303
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
2,379
shares
|
$202,048
0.1% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
2,296
shares
|
$194,999
0.05% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,252
shares
|
$191,262
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,249
shares
|
$191,007
0.05% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,243
shares
|
$190,497
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
2,242
shares
|
$190,413
0.0% of portfolio
|
Q1 2025
Reduced 67.34%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,225
shares
|
$188,969
0.08% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
2,195
shares
|
$186,421
0.11% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,190
shares
|
$185,996
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,117
shares
|
$179,796
0.07% of portfolio
|
Q2 2025
Reduced 0.89%
|