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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
110
shares
|
$9,342
0.0% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
110
shares
|
$9,342
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
109
shares
|
$9,257
0.0% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
108
shares
|
$9,172
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
105
shares
|
$8,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
105
shares
|
$8,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$8,832
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
104
shares
|
$8,832
0.0% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$8,493
0.0% of portfolio
|
Q1 2025
Reduced 93.24%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
100
shares
|
$8,493
0.0% of portfolio
|
Q2 2025
Added 244.83%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
100
shares
|
$8,493
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
99
shares
|
$8,408
0.0% of portfolio
|
Q1 2025
Reduced 66.55%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
98
shares
|
$8,323
0.0% of portfolio
|
Q2 2025
Reduced 44.9%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
92
shares
|
$7,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
91
shares
|
$7,728
0.0% of portfolio
|
Q2 2025
Reduced 62.7%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
90
shares
|
$7,643
0.0% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
89
shares
|
$7,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
84
shares
|
$7,134
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$6,794
0.0% of portfolio
|
Q2 2024
Reduced 25.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
78
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
76
shares
|
$6,454
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
75
shares
|
$6,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
75
shares
|
$6,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
75
shares
|
$6,369
0.0% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
75
shares
|
$6,369
0.0% of portfolio
|
Q2 2025
Added 17.19%
|