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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,345
shares
|
$114,836
0.01% of portfolio
|
Q1 2025
Added 139.32%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,337
shares
|
$114,153
0.05% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,314
shares
|
$112,189
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$111,933
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,291
shares
|
$110,225
0.02% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,277
shares
|
$109,030
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,274
shares
|
$108,774
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,250
shares
|
$106,725
0.02% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,238
shares
|
$105,700
0.08% of portfolio
|
Q1 2025
Added 123700.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,233
shares
|
$105,273
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,229
shares
|
$104,932
0.01% of portfolio
|
Q1 2025
Reduced 57.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,227
shares
|
$104,761
0.01% of portfolio
|
Q2 2023
Reduced 11.92%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,207
shares
|
$103,053
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$100,150
0.01% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,162
shares
|
$99,211
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,127
shares
|
$96,223
0.01% of portfolio
|
Q1 2025
Reduced 75.53%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,090
shares
|
$93,064
0.02% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,071
shares
|
$91,441
0.01% of portfolio
|
Q1 2025
Reduced 96.79%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,052
shares
|
$89,819
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
|
$88,880
0.1% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,029
shares
|
$87,856
0.06% of portfolio
|
Q2 2025
Reduced 69.87%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,012
shares
|
$86,404
0.03% of portfolio
|
Q1 2025
Reduced 79.44%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,007
shares
|
$85,977
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,003
shares
|
$85,636
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,000
shares
|
$85,380
0.0% of portfolio
|
Q1 2025
New holding
|