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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
36,175
shares
|
$3.24 Million
0.12% of portfolio
|
Q2 2025
Added 72.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,933
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
35,904
shares
|
$3.21 Million
0.53% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$3.21 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
35,838
shares
|
$3.21 Million
1.18% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
35,744
shares
|
$3.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
35,721
shares
|
$3.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
35,594
shares
|
$3.19 Million
2.17% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
35,508
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3.16 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
35,326
shares
|
$3.16 Million
1.05% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
35,306
shares
|
$3.16 Million
0.05% of portfolio
|
Q3 2025
Added 314.73%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 05, 2025 Q2 2025 |
35,265
shares
|
$3.16 Million
0.27% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
35,249
shares
|
$3.16 Million
0.41% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
35,194
shares
|
$3.15 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
35,161
shares
|
$3.15 Million
0.64% of portfolio
|
Q3 2025
Added 38.83%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
34,800
shares
|
$3.12 Million
0.1% of portfolio
|
Q3 2025
Reduced 57.61%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
34,619
shares
|
$3.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,518
shares
|
$3.09 Million
0.55% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$3.08 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$3.08 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
34,368
shares
|
$3.08 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
34,323
shares
|
$3.07 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
34,012
shares
|
$3.05 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
33,959
shares
|
$3.04 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.35%
|