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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
20,999
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
20,888
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
20,883
shares
|
$1.87 Million
0.25% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.87 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
20,853
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
20,846
shares
|
$1.87 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
20,791
shares
|
$1.86 Million
1.14% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
20,752
shares
|
$1.86 Million
1.35% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
20,537
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 78.97%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
20,490
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.83 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
20,433
shares
|
$1.83 Million
0.44% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
20,399
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
20,376
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
20,358
shares
|
$1.82 Million
0.82% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.82 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
20,211
shares
|
$1.81 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
20,137
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
20,073
shares
|
$1.8 Million
0.62% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
20,001
shares
|
$1.79 Million
0.52% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$1.79 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,775
shares
|
$1.77 Million
0.29% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
19,584
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.75 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,509
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
New holding
|