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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
114
shares
|
$9,733
0.01% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
114
shares
|
$9,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
114
shares
|
$9,733
0.0% of portfolio
|
Q1 2025
Added 165.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
111
shares
|
$9,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
110
shares
|
$9,391
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
109
shares
|
$9,306
0.0% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
108
shares
|
$9,221
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
108
shares
|
$9,221
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
105
shares
|
$8,964
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$8,879
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$8,538
0.0% of portfolio
|
Q1 2025
Reduced 93.24%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
100
shares
|
$8,538
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$8,538
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
99
shares
|
$8,452
0.0% of portfolio
|
Q1 2025
Reduced 66.55%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
98
shares
|
$8,367
0.0% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
93
shares
|
$7,940
3.59% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
92
shares
|
$7,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$7,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
90
shares
|
$7,684
0.0% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
90
shares
|
$7,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
89
shares
|
$7,598
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
87
shares
|
$7,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
84
shares
|
$7,171
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
82
shares
|
$7,001
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
80
shares
|
$6,830
0.0% of portfolio
|
Q2 2024
Reduced 25.23%
|