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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
12,378
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
12,359
shares
|
$1.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
12,306
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,277
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,160
shares
|
$1.1 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,116
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Canoe Financial LP
Calgary, A0 |
Oct 15, 2025 Q3 2025 |
12,000
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
11,993
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
11,988
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2025
Added 291.51%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
11,936
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
11,865
shares
|
$1.08 Million
0.24% of portfolio
|
Q3 2025
Added 165.73%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
11,842
shares
|
$1.08 Million
0.8% of portfolio
|
Q3 2025
Reduced 37.29%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,833
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,828
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,784
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
11,732
shares
|
$1.07 Million
0.82% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,680
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 120.34%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
11,671
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
11,669
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.16%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
11,652
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 82.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,649
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
11,636
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
11,563
shares
|
$1.05 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.85%
|