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 |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
31,594
shares
|
$2.83 Million
2.48% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
31,458
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.64%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,453
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
31,403
shares
|
$2.81 Million
1.03% of portfolio
|
Q3 2025
Added 94.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
31,387
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,364
shares
|
$2.81 Million
0.23% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
31,347
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
31,331
shares
|
$2.81 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
31,328
shares
|
$2.81 Million
0.1% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
31,280
shares
|
$2.8 Million
0.36% of portfolio
|
Q1 2025
Added 483.58%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
31,259
shares
|
$2.8 Million
0.76% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
31,255
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 69.16%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
31,196
shares
|
$2.79 Million
0.79% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
31,045
shares
|
$2.78 Million
1.03% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
30,647
shares
|
$2.74 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
30,446
shares
|
$2.73 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
30,193
shares
|
$2.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
30,180
shares
|
$2.7 Million
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,127
shares
|
$2.7 Million
0.1% of portfolio
|
Q2 2025
Added 40.42%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
30,007
shares
|
$2.69 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
29,996
shares
|
$2.69 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
29,952
shares
|
$2.68 Million
0.8% of portfolio
|
Q3 2025
Added 60.12%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
29,920
shares
|
$2.68 Million
1.79% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
29,879
shares
|
$2.68 Million
1.95% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
29,877
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|