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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,805
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,805
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,785
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 30.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
14,750
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,735
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,710
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
14,677
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
14,671
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
14,662
shares
|
$1.31 Million
0.55% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
14,651
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
14,613
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.3 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
14,500
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
14,454
shares
|
$1.29 Million
0.46% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.29 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
14,350
shares
|
$1.28 Million
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
14,307
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
14,230
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,183
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
14,013
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.25 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|