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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
15,960
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
15,941
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
15,833
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
15,824
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
15,804
shares
|
$1.42 Million
0.62% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,797
shares
|
$1.41 Million
0.41% of portfolio
|
Q2 2025
Reduced 68.44%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
15,788
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
15,778
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
15,776
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
15,771
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
15,724
shares
|
$1.41 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
15,710
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
15,685
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 36.71%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
15,475
shares
|
$1.39 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.38 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,351
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2025
Reduced 74.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,288
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2025
Added 114.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
15,260
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,251
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
15,210
shares
|
$1.36 Million
0.35% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
15,134
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,087
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
15,044
shares
|
$1.35 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
|
$1.34 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
14,877
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 0.07%
|