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 452 Million shares, which have been reported (via 13F filing form) to have a value of $38.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
68,879
shares
|
$5.85 Million
0.79% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
68,740
shares
|
$5.84 Million
8.22% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
68,001
shares
|
$5.78 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
67,512
shares
|
$5.73 Million
0.53% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
67,201
shares
|
$5.71 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
67,012
shares
|
$5.69 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.62%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
66,936
shares
|
$5.68 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
66,900
shares
|
$5.68 Million
2.3% of portfolio
|
Q3 2023
Added 31.57%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
66,745
shares
|
$5.67 Million
0.05% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
66,050
shares
|
$5.61 Million
0.61% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
66,044
shares
|
$5.61 Million
0.21% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
65,906
shares
|
$5.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
65,853
shares
|
$5.59 Million
0.94% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
65,232
shares
|
$5.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
65,053
shares
|
$5.52 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
64,779
shares
|
$5.5 Million
0.37% of portfolio
|
Q2 2025
Added 57.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
64,487
shares
|
$5.48 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
64,085
shares
|
$5.44 Million
0.36% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
63,873
shares
|
$5.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
63,175
shares
|
$5.37 Million
1.02% of portfolio
|
Q1 2023
Reduced 1.05%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
63,058
shares
|
$5.36 Million
1.0% of portfolio
|
Q2 2025
Added 379.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
62,981
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,909
shares
|
$5.34 Million
1.43% of portfolio
|
Q1 2024
Added 12.17%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
62,660
shares
|
$5.32 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
62,136
shares
|
$5.28 Million
0.06% of portfolio
|
Q2 2025
Added 162.94%
|