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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,366
shares
|
$116,014
0.05% of portfolio
|
Q2 2025
Added 541.31%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$115,504
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,347
shares
|
$114,400
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,337
shares
|
$113,551
0.04% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,314
shares
|
$111,598
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$111,343
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,276
shares
|
$108,370
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,271
shares
|
$107,946
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
1,238
shares
|
$105,143
0.06% of portfolio
|
Q1 2025
Added 123700.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,227
shares
|
$104,209
0.01% of portfolio
|
Q2 2023
Reduced 11.92%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,207
shares
|
$102,510
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$99,622
0.01% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,167
shares
|
$99,113
0.02% of portfolio
|
Q2 2025
Reduced 38.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,164
shares
|
$98,858
0.04% of portfolio
|
Q2 2025
Added 126.9%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,162
shares
|
$98,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,102
shares
|
$93,592
0.01% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,059
shares
|
$89,940
0.01% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,053
shares
|
$89,431
0.01% of portfolio
|
Q2 2025
Reduced 61.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,052
shares
|
$89,346
0.03% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,041
shares
|
$88,412
0.1% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,035
shares
|
$87,902
0.05% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,029
shares
|
$87,392
0.06% of portfolio
|
Q2 2025
Reduced 69.87%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
1,023
shares
|
$86,883
0.03% of portfolio
|
Q2 2025
Reduced 32.83%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,012
shares
|
$85,949
0.03% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$84,930
0.03% of portfolio
|
Q4 2023
New holding
|