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 2,134 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8,863
shares
|
$815,573
0.08% of portfolio
|
Q2 2025
Added 98.37%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,842
shares
|
$813,640
0.04% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
8,828
shares
|
$812,352
0.06% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8,823
shares
|
$811,892
0.12% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
8,782
shares
|
$808,119
0.08% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
8,759
shares
|
$806,003
0.25% of portfolio
|
Q3 2025
Added 58.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
8,696
shares
|
$800,205
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
8,693
shares
|
$799,929
0.29% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
8,610
shares
|
$792,292
0.1% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,601
shares
|
$791,464
0.1% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
8,601
shares
|
$791,464
0.17% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,593
shares
|
$790,727
0.05% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,570
shares
|
$788,611
0.05% of portfolio
|
Q3 2025
Added 441.72%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
8,551
shares
|
$786,863
0.4% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
8,519
shares
|
$783,918
0.43% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,517
shares
|
$783,734
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
8,500
shares
|
$782,170
0.26% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
8,500
shares
|
$782,170
0.06% of portfolio
|
Q3 2025
Added 54.55%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,469
shares
|
$779,317
0.12% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8,450
shares
|
$777,569
0.08% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
8,428
shares
|
$775,544
0.55% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,421
shares
|
$774,900
0.09% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,399
shares
|
$772,875
0.02% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
8,384
shares
|
$771,495
0.32% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
8,378
shares
|
$770,943
0.33% of portfolio
|
Q3 2025
Added 0.24%
|