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 |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
40,925
shares
|
$3.66 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
40,823
shares
|
$3.66 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
40,715
shares
|
$3.65 Million
1.46% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
40,534
shares
|
$3.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
40,511
shares
|
$3.63 Million
0.46% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
40,306
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
40,213
shares
|
$3.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
40,200
shares
|
$3.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 60.43%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
40,130
shares
|
$3.59 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
39,706
shares
|
$3.56 Million
0.29% of portfolio
|
Q2 2025
Added 53.54%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
39,643
shares
|
$3.55 Million
0.11% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
39,453
shares
|
$3.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
39,417
shares
|
$3.53 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
39,278
shares
|
$3.52 Million
0.13% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
39,273
shares
|
$3.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 40.54%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
39,173
shares
|
$3.51 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
39,170
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
39,099
shares
|
$3.5 Million
0.05% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
39,086
shares
|
$3.5 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
39,019
shares
|
$3.49 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,988
shares
|
$3.49 Million
2.17% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
38,980
shares
|
$3.49 Million
0.87% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,967
shares
|
$3.49 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
38,611
shares
|
$3.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
38,507
shares
|
$3.45 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.65%
|