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 2,128 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
53,609
shares
|
$4.73 Million
2.53% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
53,273
shares
|
$4.7 Million
0.29% of portfolio
|
Q3 2025
Added 372.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
53,139
shares
|
$4.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
52,853
shares
|
$4.66 Million
1.63% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
52,602
shares
|
$4.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
52,488
shares
|
$4.63 Million
0.34% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
52,223
shares
|
$4.61 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
51,955
shares
|
$4.58 Million
0.59% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
51,930
shares
|
$4.58 Million
0.3% of portfolio
|
Q2 2025
Added 30.53%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
51,584
shares
|
$4.55 Million
1.2% of portfolio
|
Q1 2023
Added 4.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
51,482
shares
|
$4.54 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
51,428
shares
|
$4.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
51,270
shares
|
$4.52 Million
1.29% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
51,253
shares
|
$4.52 Million
1.7% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
51,147
shares
|
$4.51 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
51,000
shares
|
$4.5 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
50,395
shares
|
$4.45 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
50,000
shares
|
$4.41 Million
5.15% of portfolio
|
Q3 2023
Added 941.67%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
49,847
shares
|
$4.4 Million
2.34% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
49,833
shares
|
$4.4 Million
0.02% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
49,654
shares
|
$4.38 Million
0.16% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
49,165
shares
|
$4.34 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
49,153
shares
|
$4.34 Million
0.49% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
48,681
shares
|
$4.29 Million
2.24% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
48,497
shares
|
$4.28 Million
1.95% of portfolio
|
Q3 2025
Added 2.18%
|