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 |
|---|---|---|---|---|---|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
58,406
shares
|
$5.15 Million
0.6% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
58,200
shares
|
$5.13 Million
6.16% of portfolio
|
Q2 2025
Reduced 50.3%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
57,794
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
57,781
shares
|
$5.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 45.1%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
57,678
shares
|
$5.09 Million
1.4% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
57,671
shares
|
$5.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 58.36%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
57,392
shares
|
$5.06 Million
0.36% of portfolio
|
Q2 2025
Reduced 37.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,260
shares
|
$5.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
57,006
shares
|
$5.03 Million
2.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
56,533
shares
|
$4.99 Million
0.15% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
56,488
shares
|
$4.98 Million
1.34% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
56,272
shares
|
$4.96 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,075
shares
|
$4.95 Million
0.13% of portfolio
|
Q4 2023
Reduced 10.52%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
55,980
shares
|
$4.94 Million
1.67% of portfolio
|
Q2 2022
Reduced 26.25%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
55,712
shares
|
$4.91 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
55,480
shares
|
$4.89 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
55,352
shares
|
$4.88 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
55,265
shares
|
$4.88 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
54,935
shares
|
$4.85 Million
5.04% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
54,552
shares
|
$4.81 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
54,481
shares
|
$4.81 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
54,085
shares
|
$4.77 Million
0.03% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
53,930
shares
|
$4.76 Million
0.13% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
53,841
shares
|
$4.75 Million
0.73% of portfolio
|
Q3 2025
Added 699.54%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
53,751
shares
|
$4.74 Million
2.44% of portfolio
|
Q3 2025
Added 23.07%
|