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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.52 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
16,949
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
16,948
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
16,884
shares
|
$1.51 Million
0.78% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
16,880
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
16,798
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
16,781
shares
|
$1.5 Million
0.35% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
16,726
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
16,706
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
16,625
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
16,615
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
16,576
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,531
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.97%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
16,460
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
16,428
shares
|
$1.47 Million
0.85% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,419
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 54.88%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
16,416
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
16,344
shares
|
$1.46 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
16,219
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
16,209
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
16,166
shares
|
$1.45 Million
1.11% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.43 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Nwi Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$1.43 Million
0.07% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.43 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|