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 |
|---|---|---|---|---|---|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
2,284
shares
|
$195,007
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,282
shares
|
$194,837
0.02% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,279
shares
|
$194,581
0.21% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
2,274
shares
|
$194,154
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,272
shares
|
$193,983
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,252
shares
|
$192,275
0.2% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,243
shares
|
$191,507
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
2,242
shares
|
$191,421
0.01% of portfolio
|
Q1 2025
Reduced 67.34%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
2,242
shares
|
$191,421
0.02% of portfolio
|
Q1 2025
Reduced 98.14%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
2,235
shares
|
$190,824
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
2,233
shares
|
$190,653
0.15% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,225
shares
|
$189,970
0.08% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,219
shares
|
$189,458
0.0% of portfolio
|
Q1 2025
Added 193.13%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
2,217
shares
|
$189,287
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,213
shares
|
$188,945
0.03% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
2,203
shares
|
$188,092
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
2,188
shares
|
$186,811
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,188
shares
|
$186,811
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
2,179
shares
|
$186,043
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,150
shares
|
$183,567
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,147
shares
|
$183,310
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
2,145
shares
|
$183,140
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,144
shares
|
$183,054
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,143
shares
|
$182,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
2,131
shares
|
$181,944
0.11% of portfolio
|
Q1 2025
Added 0.23%
|