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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
38,489
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,406
shares
|
$3.39 Million
0.06% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
38,398
shares
|
$3.39 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
38,058
shares
|
$3.36 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
38,028
shares
|
$3.35 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
37,858
shares
|
$3.34 Million
2.34% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
37,851
shares
|
$3.34 Million
0.43% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
37,813
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
37,618
shares
|
$3.32 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
37,609
shares
|
$3.32 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,500
shares
|
$3.31 Million
0.29% of portfolio
|
Q4 2020
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
37,455
shares
|
$3.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
37,224
shares
|
$3.28 Million
7.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
37,113
shares
|
$3.27 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,057
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,960
shares
|
$3.26 Million
2.74% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
36,825
shares
|
$3.25 Million
0.64% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
36,764
shares
|
$3.24 Million
1.63% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
36,716
shares
|
$3.24 Million
0.3% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
36,662
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,579
shares
|
$3.23 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
36,500
shares
|
$3.22 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
36,458
shares
|
$3.22 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
36,247
shares
|
$3.2 Million
0.84% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
36,200
shares
|
$3.19 Million
1.44% of portfolio
|
Q3 2025
New holding
|