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 |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
23,873
shares
|
$2.14 Million
1.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
23,873
shares
|
$2.14 Million
0.45% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
23,849
shares
|
$2.14 Million
0.45% of portfolio
|
Q2 2025
Added 64.57%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
23,729
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
23,605
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
23,482
shares
|
$2.1 Million
0.71% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,421
shares
|
$2.1 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
23,235
shares
|
$2.08 Million
0.78% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,226
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
23,144
shares
|
$2.07 Million
1.3% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
23,009
shares
|
$2.06 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
23,000
shares
|
$2.06 Million
0.37% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
22,989
shares
|
$2.06 Million
0.57% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
22,984
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
22,978
shares
|
$2.06 Million
1.05% of portfolio
|
Q3 2025
Added 251.56%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
22,938
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,922
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
22,824
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
22,791
shares
|
$2.04 Million
0.85% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
22,778
shares
|
$2.04 Million
0.69% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
22,685
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
22,622
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
22,536
shares
|
$2.02 Million
0.91% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,459
shares
|
$2.01 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,400
shares
|
$2.01 Million
0.12% of portfolio
|
Q1 2025
Added 5.75%
|