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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
390
shares
|
$33,298
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
387
shares
|
$33,042
0.03% of portfolio
|
Q2 2025
Reduced 99.25%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
385
shares
|
$32,871
0.01% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
380
shares
|
$32,444
0.01% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
377
shares
|
$32,188
0.01% of portfolio
|
Q2 2023
Reduced 46.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
373
shares
|
$31,846
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
365
shares
|
$31,163
0.02% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
363
shares
|
$30,992
0.01% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
361
shares
|
$30,822
0.01% of portfolio
|
Q1 2025
Added 61.88%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
352
shares
|
$30,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$29,968
0.01% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
345
shares
|
$29,456
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
340
shares
|
$29,029
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
339
shares
|
$28,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
338
shares
|
$28,858
0.02% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
333
shares
|
$28,431
0.02% of portfolio
|
Q1 2025
Added 37.6%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
333
shares
|
$28,431
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
331
shares
|
$28,260
0.0% of portfolio
|
Q1 2025
Added 470.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
329
shares
|
$28,090
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$26,894
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
302
shares
|
$25,784
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
300
shares
|
$25,614
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
295
shares
|
$25,187
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
292
shares
|
$24,930
0.01% of portfolio
|
Q3 2024
Reduced 91.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
288
shares
|
$24,589
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|