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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
13,970
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2025
Reduced 50.15%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
13,949
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
13,863
shares
|
$1.24 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
13,846
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
13,817
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 53.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
13,767
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
13,702
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
13,635
shares
|
$1.22 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
13,617
shares
|
$1.22 Million
0.42% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
13,595
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,568
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
13,557
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
13,534
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
13,484
shares
|
$1.21 Million
0.7% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
13,473
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,463
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 64.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,423
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
13,417
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
13,417
shares
|
$1.2 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,394
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2025
Added 67.53%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
13,392
shares
|
$1.2 Million
1.03% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
13,342
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
13,301
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
13,278
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
13,268
shares
|
$1.19 Million
0.19% of portfolio
|
Q3 2025
Reduced 25.78%
|