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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
735
shares
|
$62,754
0.01% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
713
shares
|
$60,875
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
707
shares
|
$60,363
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
705
shares
|
$60,192
0.03% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
705
shares
|
$60,192
0.04% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
700
shares
|
$59,766
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
700
shares
|
$59,766
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
679
shares
|
$57,973
0.03% of portfolio
|
Q1 2025
Reduced 43.32%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
649
shares
|
$55,411
0.0% of portfolio
|
Q1 2024
Added 18.43%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
632
shares
|
$53,960
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
630
shares
|
$53,789
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
627
shares
|
$53,533
0.03% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
608
shares
|
$51,911
0.03% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$51,228
0.01% of portfolio
|
Q1 2025
Reduced 85.81%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
600
shares
|
$51,228
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
598
shares
|
$51,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
585
shares
|
$49,947
0.0% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
580
shares
|
$49,520
0.04% of portfolio
|
Q1 2021
Added 23.4%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
566
shares
|
$48,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
565
shares
|
$48,239
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
560
shares
|
$47,812
0.01% of portfolio
|
Q3 2024
Added 2445.45%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
544
shares
|
$46,446
0.02% of portfolio
|
Q1 2023
Reduced 25.78%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
524
shares
|
$44,739
0.01% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
524
shares
|
$44,739
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$44,397
0.01% of portfolio
|
Q2 2023
New holding
|