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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,000
shares
|
$85,380
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
971
shares
|
$82,903
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$82,306
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$80,598
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
934
shares
|
$79,744
0.03% of portfolio
|
Q4 2024
Reduced 98.61%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
933
shares
|
$79,659
0.02% of portfolio
|
Q2 2024
Added 137.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
925
shares
|
$78,976
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
914
shares
|
$78,037
0.01% of portfolio
|
Q1 2025
Added 96.98%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
900
shares
|
$76,842
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
881
shares
|
$75,219
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
876
shares
|
$74,792
0.01% of portfolio
|
Q1 2025
Added 29.2%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
871
shares
|
$74,365
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
868
shares
|
$74,109
0.04% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
860
shares
|
$73,426
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
856
shares
|
$73,085
0.06% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
836
shares
|
$71,377
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
827
shares
|
$70,609
0.01% of portfolio
|
Q3 2023
Reduced 40.67%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
824
shares
|
$70,353
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
808
shares
|
$68,987
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
808
shares
|
$68,987
0.01% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
799
shares
|
$68,218
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
762
shares
|
$65,059
0.0% of portfolio
|
Q2 2022
Reduced 98.73%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
757
shares
|
$64,632
0.02% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
750
shares
|
$64,035
0.04% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
745
shares
|
$63,608
0.01% of portfolio
|
Q4 2024
New holding
|