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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
520
shares
|
$44,397
0.04% of portfolio
|
Q4 2023
Reduced 34.59%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
513
shares
|
$43,799
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
500
shares
|
$42,690
0.02% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
500
shares
|
$42,690
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
482
shares
|
$41,153
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
475
shares
|
$40,555
0.0% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
471
shares
|
$40,213
0.0% of portfolio
|
Q1 2025
Reduced 56.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
471
shares
|
$40,213
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
469
shares
|
$40,043
0.01% of portfolio
|
Q1 2025
Reduced 79.48%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
469
shares
|
$40,043
0.02% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
458
shares
|
$39,104
0.01% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
449
shares
|
$38,335
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
448
shares
|
$38,250
0.01% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
446
shares
|
$38,079
0.01% of portfolio
|
Q4 2024
Reduced 44.67%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
441
shares
|
$37,652
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
437
shares
|
$37,311
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
434
shares
|
$37,054
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
430
shares
|
$36,713
0.01% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
415
shares
|
$35,432
0.03% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
415
shares
|
$35,432
0.02% of portfolio
|
Q1 2025
Added 418.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
412
shares
|
$35,176
0.02% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
405
shares
|
$34,578
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
400
shares
|
$34,152
0.01% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
399
shares
|
$34,066
0.0% of portfolio
|
Q1 2025
Reduced 61.89%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
390
shares
|
$33,298
0.01% of portfolio
|
Q1 2025
Added 1292.86%
|