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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
41
shares
|
$3,482
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
39
shares
|
$3,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
39
shares
|
$3,312
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
37
shares
|
$3,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
35
shares
|
$2,972
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$2,972
0.0% of portfolio
|
Q2 2023
Reduced 90.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
34
shares
|
$2,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,462
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
28
shares
|
$2,378
0.0% of portfolio
|
Q2 2025
Reduced 92.82%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
28
shares
|
$2,378
0.0% of portfolio
|
Q2 2025
Reduced 74.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$2,208
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
25
shares
|
$2,123
0.0% of portfolio
|
Q3 2023
Reduced 97.5%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
22
shares
|
$1,868
0.0% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,783
0.06% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,698
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
14
shares
|
$1,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
11
shares
|
$934
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
11
shares
|
$934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$849
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
8
shares
|
$679
0.18% of portfolio
|
Q3 2022
Reduced 99.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$509
0.0% of portfolio
|
Q1 2024
Reduced 96.51%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4
shares
|
$339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4
shares
|
$339
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3
shares
|
$254
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2
shares
|
$169
0.0% of portfolio
|
Q1 2025
New holding
|