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 2,130 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
86,056
shares
|
$7.59 Million
0.07% of portfolio
|
Q3 2024
Added 104.76%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
85,795
shares
|
$7.57 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
85,033
shares
|
$7.5 Million
0.19% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
84,975
shares
|
$7.5 Million
2.87% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,446
shares
|
$7.45 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
84,271
shares
|
$7.43 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
83,876
shares
|
$7.4 Million
0.08% of portfolio
|
Q1 2025
Added 68.04%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
83,218
shares
|
$7.34 Million
1.07% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
83,034
shares
|
$7.33 Million
0.62% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
82,966
shares
|
$7.32 Million
1.62% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
82,835
shares
|
$7.31 Million
0.2% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
82,732
shares
|
$7.3 Million
1.29% of portfolio
|
Q3 2022
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
82,700
shares
|
$7.3 Million
1.91% of portfolio
|
Q2 2025
Added 46.11%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
82,100
shares
|
$7.24 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
81,650
shares
|
$7.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80,894
shares
|
$7.14 Million
0.25% of portfolio
|
Q2 2020
Added 147.31%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
80,381
shares
|
$7.09 Million
0.18% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
80,317
shares
|
$7.09 Million
0.69% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
79,904
shares
|
$7.05 Million
1.25% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
78,367
shares
|
$6.91 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
77,961
shares
|
$6.88 Million
2.27% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
77,662
shares
|
$6.85 Million
0.62% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
77,328
shares
|
$6.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
77,306
shares
|
$6.82 Million
3.53% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
77,262
shares
|
$6.82 Million
1.94% of portfolio
|
Q2 2025
Added 0.41%
|