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 2,134 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,798
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,797
shares
|
$1.45 Million
0.41% of portfolio
|
Q2 2025
Reduced 68.44%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,788
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
15,778
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
15,771
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
15,724
shares
|
$1.45 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
15,710
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
15,685
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 36.71%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
15,475
shares
|
$1.42 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.42 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,425
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,351
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2025
Reduced 74.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,288
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2025
Added 114.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
15,260
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,251
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
15,210
shares
|
$1.4 Million
0.35% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
15,103
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Reduced 40.5%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,087
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
15,044
shares
|
$1.38 Million
0.8% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
15,000
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
14,869
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,805
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
14,805
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
14,750
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,735
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.36%
|