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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
127,590
shares
|
$10.8 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
127,506
shares
|
$10.8 Million
0.53% of portfolio
|
Q2 2025
Added 715.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
121,499
shares
|
$10.3 Million
0.11% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
119,973
shares
|
$10.2 Million
2.71% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
119,615
shares
|
$10.2 Million
0.22% of portfolio
|
Q2 2025
Added 83.13%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
118,247
shares
|
$10 Million
0.09% of portfolio
|
Q2 2025
Added 105.01%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
117,719
shares
|
$10 Million
0.57% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
117,598
shares
|
$9.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
117,269
shares
|
$9.96 Million
0.78% of portfolio
|
Q2 2025
Added 223.77%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
113,907
shares
|
$9.67 Million
0.99% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
113,497
shares
|
$9.64 Million
2.63% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
113,368
shares
|
$9.63 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
113,006
shares
|
$9.6 Million
0.03% of portfolio
|
Q2 2025
Added 44.9%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
112,857
shares
|
$9.58 Million
0.92% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
112,712
shares
|
$9.57 Million
2.05% of portfolio
|
Q2 2025
Added 358.5%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
112,153
shares
|
$9.53 Million
0.55% of portfolio
|
Q2 2025
Added 36.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$9.52 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
111,411
shares
|
$9.46 Million
1.66% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
109,548
shares
|
$9.3 Million
0.26% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
106,413
shares
|
$9.04 Million
0.07% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
105,576
shares
|
$8.97 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
105,248
shares
|
$8.94 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
103,696
shares
|
$8.81 Million
2.05% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
103,594
shares
|
$8.8 Million
0.11% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
103,043
shares
|
$8.75 Million
3.51% of portfolio
|
Q1 2024
New holding
|