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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
103,014
shares
|
$8.75 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
100,336
shares
|
$8.52 Million
1.31% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$8.44 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
99,018
shares
|
$8.41 Million
0.19% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
97,862
shares
|
$8.31 Million
2.51% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
97,678
shares
|
$8.3 Million
0.17% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.28 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
96,634
shares
|
$8.21 Million
3.34% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
95,679
shares
|
$8.13 Million
0.11% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
95,550
shares
|
$8.12 Million
0.45% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
94,905
shares
|
$8.06 Million
0.44% of portfolio
|
Q2 2025
Reduced 42.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
94,257
shares
|
$8.01 Million
0.25% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
93,640
shares
|
$7.95 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,430
shares
|
$7.94 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
93,275
shares
|
$7.92 Million
0.3% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$7.83 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
92,126
shares
|
$7.82 Million
0.2% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
90,413
shares
|
$7.68 Million
0.07% of portfolio
|
Q2 2025
Added 248.98%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
90,076
shares
|
$7.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
90,005
shares
|
$7.64 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
89,711
shares
|
$7.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
88,634
shares
|
$7.53 Million
0.31% of portfolio
|
Q2 2025
Added 1373.79%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
87,890
shares
|
$7.46 Million
0.92% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
87,860
shares
|
$7.46 Million
0.01% of portfolio
|
Q2 2025
Added 79.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
87,575
shares
|
$7.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.42%
|