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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
18,345
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
18,316
shares
|
$1.64 Million
0.33% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
18,297
shares
|
$1.64 Million
0.52% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
18,282
shares
|
$1.64 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.64 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Condire Management, LP
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18,030
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2025
Reduced 77.46%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
18,008
shares
|
$1.61 Million
0.15% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
17,977
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 50.48%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
17,970
shares
|
$1.61 Million
1.75% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
17,943
shares
|
$1.61 Million
0.2% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
17,859
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Wincap Financial LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
17,840
shares
|
$1.6 Million
1.1% of portfolio
|
Q3 2025
Reduced 21.79%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
17,825
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 127.33%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
17,681
shares
|
$1.58 Million
0.34% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
17,583
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
17,570
shares
|
$1.57 Million
0.93% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,482
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 55.12%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
17,464
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
17,307
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,274
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 136.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
17,194
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
17,193
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
17,088
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,027
shares
|
$1.52 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.59%
|