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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
29,841
shares
|
$2.67 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
29,720
shares
|
$2.66 Million
0.24% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
29,539
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,529
shares
|
$2.64 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
29,479
shares
|
$2.64 Million
0.11% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
29,447
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Added 76.18%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
29,329
shares
|
$2.63 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
29,221
shares
|
$2.62 Million
1.57% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
29,138
shares
|
$2.61 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
29,118
shares
|
$2.61 Million
0.27% of portfolio
|
Q2 2025
Added 31.76%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
29,069
shares
|
$2.6 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
28,996
shares
|
$2.6 Million
0.11% of portfolio
|
Q2 2025
Added 57.02%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
28,993
shares
|
$2.6 Million
1.36% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
28,958
shares
|
$2.59 Million
0.29% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
28,886
shares
|
$2.59 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
28,873
shares
|
$2.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
28,500
shares
|
$2.55 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
28,492
shares
|
$2.55 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.55 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
28,432
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
28,325
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
28,300
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 59.65%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
28,229
shares
|
$2.53 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
28,169
shares
|
$2.52 Million
0.27% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
28,146
shares
|
$2.52 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.52%
|