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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
2,418
shares
|
$206,448
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
2,410
shares
|
$205,765
0.05% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
2,410
shares
|
$205,765
0.05% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,402
shares
|
$205,082
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,400
shares
|
$204,912
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,400
shares
|
$204,912
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
2,396
shares
|
$204,570
0.23% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,396
shares
|
$204,570
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,391
shares
|
$204,143
0.04% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
2,386
shares
|
$203,716
0.05% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,382
shares
|
$203,375
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,373
shares
|
$202,606
0.07% of portfolio
|
Q1 2025
Added 44.43%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
2,371
shares
|
$202,435
0.22% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
2,367
shares
|
$202,094
0.12% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,349
shares
|
$200,557
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
2,348
shares
|
$200,472
0.08% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
2,344
shares
|
$200,130
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
2,344
shares
|
$200,130
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
2,340
shares
|
$199,789
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
2,329
shares
|
$198,850
0.1% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
2,328
shares
|
$198,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
2,311
shares
|
$197,313
0.12% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,307
shares
|
$196,971
0.02% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
2,296
shares
|
$196,032
0.07% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,295
shares
|
$195,947
0.01% of portfolio
|
Q1 2025
Reduced 66.25%
|