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 |
|---|---|---|---|---|---|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,114
shares
|
$179,542
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,088
shares
|
$177,333
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$174,531
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,022
shares
|
$171,728
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,008
shares
|
$170,539
0.01% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
2,002
shares
|
$170,029
0.13% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,939
shares
|
$164,679
0.03% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$162,046
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,900
shares
|
$161,367
0.05% of portfolio
|
Q2 2025
Reduced 42.42%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
1,888
shares
|
$160,347
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,886
shares
|
$160,177
0.06% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,885
shares
|
$160,093
0.1% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,879
shares
|
$159,583
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,853
shares
|
$157,375
0.08% of portfolio
|
Q2 2025
Reduced 35.97%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$155,421
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,775
shares
|
$150,750
0.07% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
1,772
shares
|
$150,495
0.02% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,750
shares
|
$148,627
0.11% of portfolio
|
Q2 2025
Added 89.19%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$145,570
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,702
shares
|
$144,550
0.0% of portfolio
|
Q2 2025
Added 597.54%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$144,381
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,688
shares
|
$143,361
0.08% of portfolio
|
Q2 2025
Added 1380.7%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,682
shares
|
$142,852
0.01% of portfolio
|
Q2 2025
Added 46.01%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,650
shares
|
$140,134
0.02% of portfolio
|
Q2 2025
Reduced 40.75%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$138,011
0.06% of portfolio
|
Q1 2024
Added 170.83%
|