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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
9,532
shares
|
$865,791
0.11% of portfolio
|
Q3 2025
Reduced 48.67%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
9,520
shares
|
$864,701
0.3% of portfolio
|
Q3 2025
Reduced 37.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
9,482
shares
|
$861,250
0.11% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
9,479
shares
|
$860,977
0.26% of portfolio
|
Q3 2025
Reduced 56.85%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
9,473
shares
|
$860,432
0.2% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$857,798
3.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
9,444
shares
|
$857,798
0.24% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,443
shares
|
$857,707
0.09% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
9,366
shares
|
$850,713
0.02% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,334
shares
|
$847,807
0.05% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
9,273
shares
|
$842,266
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,267
shares
|
$841,721
0.34% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
9,257
shares
|
$840,813
0.14% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$837,815
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
9,193
shares
|
$835,000
0.22% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
9,150
shares
|
$831,094
0.19% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
9,140
shares
|
$830,186
0.2% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$829,368
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
9,098
shares
|
$826,371
0.01% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
9,077
shares
|
$824,463
0.05% of portfolio
|
Q2 2025
Reduced 35.75%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
9,058
shares
|
$822,738
0.02% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,051
shares
|
$822,102
0.02% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
9,050
shares
|
$822,011
0.0% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,024
shares
|
$819,649
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
9,022
shares
|
$819,468
0.11% of portfolio
|
Q2 2025
Reduced 43.09%
|