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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
74
shares
|
$6,284
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
72
shares
|
$6,114
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
71
shares
|
$6,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
70
shares
|
$5,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
69
shares
|
$5,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
67
shares
|
$5,690
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
66
shares
|
$5,605
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
65
shares
|
$5,520
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
65
shares
|
$5,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,435
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,095
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
60
shares
|
$5,095
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
59
shares
|
$5,010
0.0% of portfolio
|
Q2 2025
Reduced 78.78%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$4,925
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
56
shares
|
$4,756
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
55
shares
|
$4,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$4,671
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
51
shares
|
$4,331
0.0% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
51
shares
|
$4,331
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$4,246
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
50
shares
|
$4,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
48
shares
|
$4,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
44
shares
|
$3,736
0.0% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
43
shares
|
$3,651
0.0% of portfolio
|
Q2 2025
Reduced 33.85%
|