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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
399
shares
|
$33,887
0.0% of portfolio
|
Q1 2025
Reduced 61.89%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
399
shares
|
$33,887
0.03% of portfolio
|
Q2 2025
Reduced 96.79%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
387
shares
|
$32,867
0.03% of portfolio
|
Q2 2025
Reduced 99.25%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
380
shares
|
$32,273
0.01% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
377
shares
|
$32,018
0.01% of portfolio
|
Q2 2023
Reduced 46.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
375
shares
|
$31,848
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
365
shares
|
$30,999
0.01% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
362
shares
|
$30,744
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
360
shares
|
$30,574
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
352
shares
|
$29,895
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$29,810
0.01% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
351
shares
|
$29,810
0.01% of portfolio
|
Q2 2025
Added 588.24%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
345
shares
|
$29,300
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
340
shares
|
$28,876
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
334
shares
|
$28,366
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
331
shares
|
$28,111
0.0% of portfolio
|
Q1 2025
Added 470.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
329
shares
|
$27,941
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
325
shares
|
$27,602
0.01% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$26,752
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
302
shares
|
$25,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
300
shares
|
$25,479
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
300
shares
|
$25,479
0.01% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
296
shares
|
$25,139
0.0% of portfolio
|
Q2 2025
Reduced 36.89%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
289
shares
|
$24,544
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
288
shares
|
$24,459
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|