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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$138,144
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,611
shares
|
$137,547
0.02% of portfolio
|
Q1 2025
Added 152.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,562
shares
|
$133,363
0.04% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
1,559
shares
|
$133,107
0.2% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,523
shares
|
$130,033
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,520
shares
|
$129,777
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,518
shares
|
$129,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$128,070
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,491
shares
|
$127,301
0.04% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,484
shares
|
$126,703
0.08% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,480
shares
|
$126,362
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$126,106
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$125,167
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,455
shares
|
$124,227
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,449
shares
|
$123,715
0.08% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,439
shares
|
$122,861
0.01% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$121,239
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
1,410
shares
|
$120,385
0.18% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,394
shares
|
$119,019
0.11% of portfolio
|
Q1 2025
Reduced 26.82%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,391
shares
|
$118,763
0.08% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,376
shares
|
$117,482
0.11% of portfolio
|
Q1 2025
Reduced 46.83%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,376
shares
|
$117,482
0.11% of portfolio
|
Q1 2025
Reduced 78.2%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$116,116
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,351
shares
|
$115,348
0.12% of portfolio
|
Q1 2025
Added 41.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
1,350
shares
|
$115,263
0.04% of portfolio
|
Q4 2024
Added 150.0%
|