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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
284
shares
|
$24,120
0.01% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
280
shares
|
$23,780
0.04% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
278
shares
|
$23,610
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
278
shares
|
$23,610
0.02% of portfolio
|
Q2 2025
Reduced 79.8%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
256
shares
|
$21,742
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
251
shares
|
$21,317
0.01% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
248
shares
|
$21,062
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
245
shares
|
$20,807
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
243
shares
|
$20,637
0.01% of portfolio
|
Q2 2024
Added 69.93%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
242
shares
|
$20,553
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
240
shares
|
$20,383
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
222
shares
|
$18,854
0.01% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
216
shares
|
$18,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
212
shares
|
$18,005
0.0% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
200
shares
|
$16,986
0.01% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$16,986
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
200
shares
|
$16,986
0.01% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$16,986
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
200
shares
|
$16,986
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
200
shares
|
$16,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
199
shares
|
$16,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
199
shares
|
$16,901
0.01% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
198
shares
|
$16,816
0.0% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
193
shares
|
$16,391
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
191
shares
|
$16,221
0.0% of portfolio
|
Q2 2025
Added 0.53%
|