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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,797
shares
|
$4.22 Million
0.62% of portfolio
|
Q3 2022
Added 254.31%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
47,674
shares
|
$4.21 Million
1.66% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
47,315
shares
|
$4.17 Million
0.03% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
47,270
shares
|
$4.17 Million
0.06% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
47,235
shares
|
$4.17 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
47,162
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2025
Added 678.89%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
47,068
shares
|
$4.15 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
46,897
shares
|
$4.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
46,749
shares
|
$4.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
46,719
shares
|
$4.12 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
46,491
shares
|
$4.1 Million
1.48% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
46,027
shares
|
$4.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
45,995
shares
|
$4.06 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
45,848
shares
|
$4.04 Million
0.12% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
45,654
shares
|
$4.03 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
45,530
shares
|
$4.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
45,399
shares
|
$4.01 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
45,161
shares
|
$3.98 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
44,923
shares
|
$3.96 Million
0.05% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
44,914
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
44,759
shares
|
$3.95 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$3.94 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
44,491
shares
|
$3.92 Million
0.96% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
44,483
shares
|
$3.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
44,468
shares
|
$3.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.78%
|