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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$137,416
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,616
shares
|
$137,246
0.05% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,600
shares
|
$135,888
0.1% of portfolio
|
Q2 2025
Reduced 25.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,582
shares
|
$134,359
0.01% of portfolio
|
Q2 2025
Added 737.04%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,575
shares
|
$133,764
0.03% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,574
shares
|
$133,679
0.12% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,521
shares
|
$129,178
0.06% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,520
shares
|
$129,093
0.04% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,518
shares
|
$128,923
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,500
shares
|
$127,395
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,491
shares
|
$126,630
0.04% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,480
shares
|
$125,696
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$125,441
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,477
shares
|
$125,441
0.0% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$124,507
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,458
shares
|
$123,827
0.1% of portfolio
|
Q2 2025
Added 14480.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,457
shares
|
$123,743
0.03% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,455
shares
|
$123,573
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,447
shares
|
$122,893
0.03% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,439
shares
|
$122,214
0.01% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$120,600
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
1,410
shares
|
$119,751
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$119,156
0.07% of portfolio
|
Q2 2025
Reduced 98.82%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,394
shares
|
$118,392
0.11% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,370
shares
|
$116,354
0.01% of portfolio
|
Q2 2025
Added 1.86%
|