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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
11,544
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2025
Added 148.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
11,526
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
11,469
shares
|
$1.03 Million
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,464
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
11,464
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
11,438
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
11,414
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,401
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
11,388
shares
|
$1.02 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
11,375
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
11,337
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
11,316
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2025
Reduced 28.08%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
11,300
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,300
shares
|
$1.01 Million
0.37% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
11,240
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
11,197
shares
|
$1 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
11,195
shares
|
$1 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
11,142
shares
|
$997,654
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
11,091
shares
|
$993,088
0.19% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$991,207
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$990,581
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
11,041
shares
|
$988,611
0.25% of portfolio
|
Q3 2025
Reduced 41.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
11,002
shares
|
$985,119
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,996
shares
|
$984,581
0.28% of portfolio
|
Q1 2025
Reduced 1.4%
|