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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
10,984
shares
|
$983,507
0.03% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,918
shares
|
$977,597
0.07% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,917
shares
|
$977,508
0.06% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
10,854
shares
|
$971,867
0.17% of portfolio
|
Q3 2025
Added 50.23%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,841
shares
|
$970,703
0.27% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
10,822
shares
|
$969,001
0.07% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
10,811
shares
|
$968,016
0.03% of portfolio
|
Q2 2025
Reduced 71.81%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
10,788
shares
|
$965,957
0.25% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
10,762
shares
|
$963,629
0.09% of portfolio
|
Q3 2025
Reduced 78.32%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,752
shares
|
$962,734
0.12% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,750
shares
|
$962,555
0.83% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
10,729
shares
|
$960,674
0.08% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,715
shares
|
$959,421
0.16% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
10,696
shares
|
$957,719
0.14% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$956,466
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
10,675
shares
|
$955,839
0.28% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
10,669
shares
|
$955,302
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
10,668
shares
|
$955,212
0.08% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
10,614
shares
|
$950,377
0.02% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
10,592
shares
|
$948,407
0.08% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,562
shares
|
$945,721
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
10,532
shares
|
$943,035
0.77% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,530
shares
|
$942,856
0.16% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,473
shares
|
$937,752
0.0% of portfolio
|
Q2 2025
Reduced 37.39%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,460
shares
|
$936,588
0.06% of portfolio
|
Q2 2025
Reduced 88.42%
|