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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
76,565
shares
|
$6.75 Million
0.55% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
76,097
shares
|
$6.71 Million
0.86% of portfolio
|
Q3 2025
Reduced 45.7%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
75,972
shares
|
$6.7 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
75,938
shares
|
$6.7 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
75,855
shares
|
$6.69 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
75,170
shares
|
$6.63 Million
0.16% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
74,954
shares
|
$6.61 Million
0.35% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
74,835
shares
|
$6.6 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
74,336
shares
|
$6.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 53.48%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
74,145
shares
|
$6.54 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
73,582
shares
|
$6.49 Million
0.26% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
73,319
shares
|
$6.47 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
73,277
shares
|
$6.46 Million
0.11% of portfolio
|
Q3 2025
Added 49.55%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
72,653
shares
|
$6.41 Million
0.1% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
71,659
shares
|
$6.32 Million
0.07% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
71,160
shares
|
$6.28 Million
1.13% of portfolio
|
Q1 2024
Reduced 59.65%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
70,911
shares
|
$6.26 Million
0.29% of portfolio
|
Q3 2025
Reduced 44.39%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
70,789
shares
|
$6.25 Million
0.35% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,649
shares
|
$6.23 Million
3.63% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$6.19 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
69,666
shares
|
$6.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
69,600
shares
|
$6.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
69,460
shares
|
$6.13 Million
0.02% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
68,982
shares
|
$6.09 Million
0.42% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
68,879
shares
|
$6.08 Million
0.79% of portfolio
|
Q2 2025
Added 0.78%
|