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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
22,343
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
22,319
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,277
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,230
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
22,199
shares
|
$1.99 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
22,110
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
22,109
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
22,097
shares
|
$1.98 Million
1.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
22,081
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 63.03%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
22,005
shares
|
$1.97 Million
0.67% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
21,972
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
21,916
shares
|
$1.96 Million
1.98% of portfolio
|
Q4 2022
Added 2.54%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
21,826
shares
|
$1.95 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
21,739
shares
|
$1.95 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
21,738
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Added 48.85%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
21,623
shares
|
$1.94 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
21,507
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$1.92 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
21,333
shares
|
$1.91 Million
1.42% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
21,307
shares
|
$1.91 Million
1.16% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
21,277
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2025
Added 97.98%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
21,232
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
21,083
shares
|
$1.89 Million
0.79% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
21,063
shares
|
$1.89 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
21,002
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|