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 |
|---|---|---|---|---|---|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
13,264
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
13,250
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.01%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
13,216
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,180
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
13,179
shares
|
$1.18 Million
0.82% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,169
shares
|
$1.18 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
13,150
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
13,120
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
13,110
shares
|
$1.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,057
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
12,999
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
12,860
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,801
shares
|
$1.15 Million
0.83% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
12,784
shares
|
$1.14 Million
0.73% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
12,727
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
12,713
shares
|
$1.14 Million
0.35% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
12,713
shares
|
$1.14 Million
0.59% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
12,701
shares
|
$1.14 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
12,680
shares
|
$1.14 Million
0.45% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
12,625
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 08, 2025 Q3 2025 |
12,611
shares
|
$1.13 Million
1.12% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
12,522
shares
|
$1.12 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,477
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2023
Added 2.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,439
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
12,427
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 47.47%
|