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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,712
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
25,712
shares
|
$2.3 Million
1.23% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.3 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
25,568
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.28 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
25,445
shares
|
$2.28 Million
0.52% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
25,382
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2025
Added 68.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.27 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
25,336
shares
|
$2.27 Million
0.55% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,208
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
25,180
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
25,095
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
25,087
shares
|
$2.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
25,000
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.33%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,976
shares
|
$2.24 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
24,907
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
24,883
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,864
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2024
Added 291.56%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,710
shares
|
$2.21 Million
0.03% of portfolio
|
Q4 2023
Added 837.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,549
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
24,183
shares
|
$2.17 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
24,169
shares
|
$2.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,017
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 73.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
23,975
shares
|
$2.15 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,953
shares
|
$2.14 Million
1.86% of portfolio
|
Q1 2023
Reduced 3.68%
|