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 235 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
27,775
shares
|
$2.49 Million
0.79% of portfolio
|
Q3 2025
Reduced 41.86%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
27,772
shares
|
$2.49 Million
0.45% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,599
shares
|
$2.47 Million
0.32% of portfolio
|
Q2 2025
Added 47.65%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
27,500
shares
|
$2.46 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
27,303
shares
|
$2.44 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
27,285
shares
|
$2.44 Million
0.19% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
27,188
shares
|
$2.43 Million
1.48% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
27,122
shares
|
$2.43 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
27,026
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,848
shares
|
$2.4 Million
0.06% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
26,812
shares
|
$2.4 Million
1.38% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
26,804
shares
|
$2.4 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
26,780
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 168.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
26,714
shares
|
$2.39 Million
0.12% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
26,645
shares
|
$2.39 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,630
shares
|
$2.38 Million
0.35% of portfolio
|
Q2 2023
Added 11478.26%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
26,522
shares
|
$2.37 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
26,414
shares
|
$2.37 Million
0.49% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
26,397
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
26,271
shares
|
$2.35 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
26,266
shares
|
$2.35 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
26,044
shares
|
$2.33 Million
0.11% of portfolio
|
Q4 2024
Added 92.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.32 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
25,936
shares
|
$2.32 Million
1.44% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
25,828
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|