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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
19,397
shares
|
$1.74 Million
0.78% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
19,337
shares
|
$1.73 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
19,327
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
19,303
shares
|
$1.73 Million
0.42% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
19,255
shares
|
$1.72 Million
1.25% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
19,223
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,206
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
19,206
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2025
Added 41.05%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.72 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,175
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.71 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
19,083
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
18,961
shares
|
$1.7 Million
0.37% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
18,943
shares
|
$1.7 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,888
shares
|
$1.69 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.69 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
18,820
shares
|
$1.69 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
18,666
shares
|
$1.67 Million
0.32% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.66 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
18,575
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.66%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
18,566
shares
|
$1.66 Million
0.08% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
18,446
shares
|
$1.65 Million
0.53% of portfolio
|
Q3 2025
Added 145.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,406
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
18,381
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2025
Added 21.71%
|