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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
78
shares
|
$6,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
76
shares
|
$6,488
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
75
shares
|
$6,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
75
shares
|
$6,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
74
shares
|
$6,318
0.0% of portfolio
|
Q1 2025
Added 236.36%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
73
shares
|
$6,232
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
72
shares
|
$6,147
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
72
shares
|
$6,147
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
70
shares
|
$5,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
67
shares
|
$5,720
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
67
shares
|
$5,720
0.0% of portfolio
|
Q1 2025
Reduced 70.22%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
66
shares
|
$5,635
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
65
shares
|
$5,549
0.0% of portfolio
|
Q1 2025
Reduced 76.19%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,464
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
64
shares
|
$5,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,122
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
60
shares
|
$5,122
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
60
shares
|
$5,122
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$4,952
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
58
shares
|
$4,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
57
shares
|
$4,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
56
shares
|
$4,781
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
55
shares
|
$4,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
55
shares
|
$4,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$4,695
0.0% of portfolio
|
Q4 2018
Closed
|