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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
284
shares
|
$24,247
0.01% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
280
shares
|
$23,906
0.04% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
278
shares
|
$23,735
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
278
shares
|
$23,735
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
260
shares
|
$22,198
0.01% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
256
shares
|
$21,857
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
249
shares
|
$21,259
0.0% of portfolio
|
Q3 2024
Reduced 41.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
247
shares
|
$21,088
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
244
shares
|
$20,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
244
shares
|
$20,832
0.0% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
243
shares
|
$20,747
0.01% of portfolio
|
Q2 2024
Added 69.93%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
243
shares
|
$20,747
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
242
shares
|
$20,661
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
240
shares
|
$20,491
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
240
shares
|
$20,491
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
230
shares
|
$19,637
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
229
shares
|
$19,552
0.0% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
225
shares
|
$19,210
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
217
shares
|
$18,527
0.01% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
213
shares
|
$18,185
0.01% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
208
shares
|
$17,759
0.01% of portfolio
|
Q1 2025
Reduced 99.37%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$17,076
0.01% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
200
shares
|
$17,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
200
shares
|
$17,076
0.01% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$17,076
0.01% of portfolio
|
Q2 2023
New holding
|