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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
105,359
shares
|
$9 Million
0.87% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
104,022
shares
|
$8.88 Million
0.08% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
103,800
shares
|
$8.86 Million
0.12% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
103,043
shares
|
$8.8 Million
3.51% of portfolio
|
Q1 2024
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
103,014
shares
|
$8.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
102,825
shares
|
$8.78 Million
0.3% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
101,734
shares
|
$8.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
101,600
shares
|
$8.67 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
101,332
shares
|
$8.65 Million
0.33% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
100,136
shares
|
$8.55 Million
1.61% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
99,690
shares
|
$8.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 56.85%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
99,660
shares
|
$8.51 Million
0.19% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$8.48 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
98,039
shares
|
$8.37 Million
1.56% of portfolio
|
Q1 2025
Added 348.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
97,893
shares
|
$8.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 37.23%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
97,862
shares
|
$8.36 Million
2.51% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.32 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
96,634
shares
|
$8.25 Million
3.34% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
94,574
shares
|
$8.07 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
93,272
shares
|
$7.96 Million
0.28% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
93,149
shares
|
$7.95 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
92,896
shares
|
$7.93 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
92,382
shares
|
$7.89 Million
0.48% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$7.87 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
91,386
shares
|
$7.8 Million
0.69% of portfolio
|
Q1 2025
Added 68.0%
|