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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
504
shares
|
$42,804
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
500
shares
|
$42,465
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
475
shares
|
$40,341
0.01% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
472
shares
|
$40,086
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
471
shares
|
$40,002
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
470
shares
|
$39,917
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
464
shares
|
$39,407
0.01% of portfolio
|
Q2 2025
Reduced 49.23%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
464
shares
|
$39,407
0.01% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
462
shares
|
$39,237
0.01% of portfolio
|
Q2 2025
Reduced 84.84%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
459
shares
|
$38,982
0.0% of portfolio
|
Q2 2025
Reduced 47.6%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
452
shares
|
$38,388
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
449
shares
|
$38,133
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
446
shares
|
$37,878
0.01% of portfolio
|
Q4 2024
Reduced 44.67%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
441
shares
|
$37,454
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
434
shares
|
$36,859
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
432
shares
|
$36,689
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
431
shares
|
$36,604
0.02% of portfolio
|
Q2 2025
Added 214.6%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
430
shares
|
$36,519
0.01% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
430
shares
|
$36,519
0.02% of portfolio
|
Q2 2025
Added 3207.69%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
420
shares
|
$35,670
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
415
shares
|
$35,245
0.03% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
415
shares
|
$35,245
0.02% of portfolio
|
Q1 2025
Added 418.75%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
412
shares
|
$34,991
0.01% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
408
shares
|
$34,651
0.01% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
405
shares
|
$34,396
0.01% of portfolio
|
Q4 2021
New holding
|