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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
10,416
shares
|
$946,085
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
10,411
shares
|
$945,631
0.81% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
10,382
shares
|
$942,997
0.16% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
10,349
shares
|
$939,999
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,331
shares
|
$938,364
0.07% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$938,273
1.6% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
10,304
shares
|
$935,912
0.06% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$933,187
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
10,237
shares
|
$929,826
0.11% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
10,221
shares
|
$928,373
0.15% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,217
shares
|
$928,010
0.16% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
10,216
shares
|
$927,919
0.03% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
10,212
shares
|
$927,555
0.01% of portfolio
|
Q2 2025
Reduced 70.56%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,192
shares
|
$925,739
0.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
10,168
shares
|
$923,559
0.48% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,151
shares
|
$922,015
0.01% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,111
shares
|
$918,382
0.08% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$917,837
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
10,062
shares
|
$913,931
0.1% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
10,049
shares
|
$912,750
0.56% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
10,036
shares
|
$911,569
0.37% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
10,002
shares
|
$908,481
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Portman Square Capital LLP
London, X0 |
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$908,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
9,996
shares
|
$907,936
0.84% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,988
shares
|
$907,210
0.32% of portfolio
|
Q2 2025
Reduced 86.64%
|