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 |
|---|---|---|---|---|---|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,114
shares
|
$180,493
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,101
shares
|
$179,383
0.09% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
2,099
shares
|
$179,212
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$175,455
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
2,047
shares
|
$174,772
0.03% of portfolio
|
Q1 2025
Added 86.6%
|
|
|
Wormser Freres Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
2,000
shares
|
$170,760
0.11% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,960
shares
|
$167,344
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,920
shares
|
$163,929
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$162,905
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,903
shares
|
$162,478
0.03% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
1,887
shares
|
$161,112
0.05% of portfolio
|
Q1 2025
Added 8104.35%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
1,885
shares
|
$160,941
0.12% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,879
shares
|
$160,429
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,842
shares
|
$157,269
0.04% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$156,245
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,781
shares
|
$152,061
0.11% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,744
shares
|
$148,902
0.01% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$146,341
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$145,146
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,682
shares
|
$143,609
0.01% of portfolio
|
Q2 2025
Added 46.01%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,667
shares
|
$142,328
0.01% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,666
shares
|
$142,243
0.02% of portfolio
|
Q1 2025
Added 68.11%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,625
shares
|
$138,742
0.0% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$138,742
0.06% of portfolio
|
Q1 2024
Added 170.83%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1,621
shares
|
$138,400
0.09% of portfolio
|
Q1 2025
Reduced 13.87%
|