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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
710
shares
|
$60,300
0.0% of portfolio
|
Q2 2025
Reduced 56.31%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
700
shares
|
$59,451
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
700
shares
|
$59,451
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
683
shares
|
$58,007
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
682
shares
|
$57,922
0.01% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
669
shares
|
$56,818
0.01% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
661
shares
|
$56,138
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
650
shares
|
$55,204
0.02% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
645
shares
|
$54,779
0.03% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
632
shares
|
$53,675
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
630
shares
|
$53,505
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
627
shares
|
$53,251
0.02% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
585
shares
|
$49,684
0.06% of portfolio
|
Q2 2025
Added 33.87%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
580
shares
|
$49,259
0.04% of portfolio
|
Q1 2021
Added 23.4%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
576
shares
|
$48,919
0.0% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
569
shares
|
$48,325
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
566
shares
|
$48,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
560
shares
|
$47,560
0.01% of portfolio
|
Q3 2024
Added 2445.45%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
544
shares
|
$46,201
0.02% of portfolio
|
Q1 2023
Reduced 25.78%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
530
shares
|
$45,012
0.01% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
527
shares
|
$44,758
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
524
shares
|
$44,503
0.01% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$44,163
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
520
shares
|
$44,163
0.04% of portfolio
|
Q4 2023
Reduced 34.59%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
506
shares
|
$42,974
0.02% of portfolio
|
Q2 2025
Added 22.82%
|