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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
200
shares
|
$17,076
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
200
shares
|
$17,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
199
shares
|
$16,990
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
191
shares
|
$16,307
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
190
shares
|
$16,222
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
190
shares
|
$16,222
0.0% of portfolio
|
Q3 2022
Reduced 35.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
190
shares
|
$16,222
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
189
shares
|
$16,136
0.0% of portfolio
|
Q3 2024
Reduced 45.85%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
180
shares
|
$15,368
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
175
shares
|
$14,941
0.01% of portfolio
|
Q3 2021
Reduced 89.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
175
shares
|
$14,941
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
173
shares
|
$14,770
0.0% of portfolio
|
Q2 2021
Reduced 69.11%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
167
shares
|
$14,258
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$13,660
0.01% of portfolio
|
Q3 2022
Reduced 12.57%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
159
shares
|
$13,575
0.0% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
150
shares
|
$12,807
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
146
shares
|
$12,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
145
shares
|
$12,380
0.0% of portfolio
|
Q1 2025
Reduced 34.98%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
144
shares
|
$12,294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$11,867
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
137
shares
|
$11,697
0.01% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
129
shares
|
$11,014
0.0% of portfolio
|
Q4 2024
Added 1742.86%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
127
shares
|
$10,843
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$10,672
0.0% of portfolio
|
Q4 2024
Added 54.32%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
118
shares
|
$10,074
0.0% of portfolio
|
Q4 2024
Reduced 74.01%
|