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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
190
shares
|
$16,136
0.0% of portfolio
|
Q3 2022
Reduced 35.15%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
180
shares
|
$15,287
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
175
shares
|
$14,862
0.01% of portfolio
|
Q3 2021
Reduced 89.33%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$14,862
0.0% of portfolio
|
Q2 2025
Reduced 70.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
175
shares
|
$14,862
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
173
shares
|
$14,692
0.0% of portfolio
|
Q2 2021
Reduced 69.11%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
169
shares
|
$14,353
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
167
shares
|
$14,183
0.01% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
167
shares
|
$14,183
0.01% of portfolio
|
Q2 2025
Added 149.25%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$13,588
0.01% of portfolio
|
Q3 2022
Reduced 12.57%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
150
shares
|
$12,739
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
150
shares
|
$12,739
0.01% of portfolio
|
Q2 2025
Reduced 98.58%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
146
shares
|
$12,399
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
144
shares
|
$12,229
0.0% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$11,805
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
131
shares
|
$11,125
0.01% of portfolio
|
Q2 2025
Reduced 43.04%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
127
shares
|
$10,786
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
127
shares
|
$10,786
0.0% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
123
shares
|
$10,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
121
shares
|
$10,276
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
119
shares
|
$10,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
117
shares
|
$9,936
0.0% of portfolio
|
Q2 2025
Added 42.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
114
shares
|
$9,682
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
114
shares
|
$9,682
0.0% of portfolio
|
Q2 2025
Added 625.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
111
shares
|
$9,427
0.01% of portfolio
|
Q1 2025
New holding
|