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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
991
shares
|
$84,165
0.01% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
971
shares
|
$82,467
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
967
shares
|
$82,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$81,872
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
950
shares
|
$80,683
0.05% of portfolio
|
Q2 2025
Reduced 97.22%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$80,173
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
920
shares
|
$78,135
0.0% of portfolio
|
Q2 2025
Added 57.26%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
900
shares
|
$76,437
0.01% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
890
shares
|
$75,587
0.02% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
881
shares
|
$74,823
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
878
shares
|
$74,568
0.02% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
873
shares
|
$74,143
0.04% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
872
shares
|
$74,058
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
860
shares
|
$73,039
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
856
shares
|
$72,700
0.06% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
840
shares
|
$71,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
827
shares
|
$70,237
0.01% of portfolio
|
Q3 2023
Reduced 40.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
821
shares
|
$69,727
0.02% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
808
shares
|
$68,623
0.01% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
800
shares
|
$67,944
0.06% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
776
shares
|
$65,905
0.02% of portfolio
|
Q2 2025
Added 163.05%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
772
shares
|
$65,565
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
762
shares
|
$64,716
0.0% of portfolio
|
Q2 2022
Reduced 98.73%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
726
shares
|
$61,659
0.01% of portfolio
|
Q2 2025
Reduced 43.76%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
717
shares
|
$60,894
0.04% of portfolio
|
Q2 2025
Reduced 17.4%
|