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 |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
9,996
shares
|
$895,041
0.84% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,988
shares
|
$894,325
0.32% of portfolio
|
Q2 2025
Reduced 86.64%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,985
shares
|
$894,056
0.3% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,971
shares
|
$892,803
0.08% of portfolio
|
Q2 2025
Added 76.7%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
9,955
shares
|
$891,370
0.59% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,954
shares
|
$891,281
0.02% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$889,758
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,912
shares
|
$887,520
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
9,888
shares
|
$885,371
0.31% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,872
shares
|
$883,938
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
9,820
shares
|
$879,282
0.13% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
9,800
shares
|
$877,492
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
9,757
shares
|
$873,641
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
9,731
shares
|
$871,313
0.1% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$870,776
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
9,715
shares
|
$869,881
0.09% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,695
shares
|
$868,090
0.09% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
9,688
shares
|
$867,463
0.69% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
9,681
shares
|
$866,836
0.05% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
9,679
shares
|
$866,657
0.85% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
9,659
shares
|
$864,866
0.04% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
9,643
shares
|
$863,434
0.11% of portfolio
|
Q3 2025
Added 24.55%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
9,587
shares
|
$858,419
0.33% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
9,580
shares
|
$857,793
0.76% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
9,566
shares
|
$856,539
0.06% of portfolio
|
Q2 2025
Reduced 7.49%
|