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 |
|---|---|---|---|---|---|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
2,530
shares
|
$216,011
0.05% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
2,519
shares
|
$215,072
0.08% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
2,519
shares
|
$215,072
0.06% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$214,303
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,509
shares
|
$214,218
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
2,506
shares
|
$213,962
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
2,505
shares
|
$213,876
0.21% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
2,500
shares
|
$213,450
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,498
shares
|
$213,279
0.25% of portfolio
|
Q1 2025
Reduced 35.8%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
2,495
shares
|
$213,023
0.13% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
2,486
shares
|
$212,254
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
2,482
shares
|
$211,913
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
2,477
shares
|
$211,486
0.06% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,476
shares
|
$211,400
0.11% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
2,475
shares
|
$211,315
0.05% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,470
shares
|
$210,888
0.09% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
2,468
shares
|
$210,717
0.17% of portfolio
|
Q1 2025
Reduced 27.11%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
2,462
shares
|
$210,205
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$209,437
0.02% of portfolio
|
Q4 2022
Added 77.75%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$209,266
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
2,450
shares
|
$209,181
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,449
shares
|
$209,095
0.02% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
2,434
shares
|
$207,814
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
2,434
shares
|
$207,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
2,423
shares
|
$206,875
0.07% of portfolio
|
Q4 2024
Added 15.27%
|