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 2,131 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
8,979
shares
|
$815,562
0.51% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
8,967
shares
|
$814,472
0.03% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,912
shares
|
$809,476
0.46% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
8,907
shares
|
$809,022
0.43% of portfolio
|
Q3 2025
Added 28.96%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
8,901
shares
|
$808,477
0.22% of portfolio
|
Q2 2025
Added 163.89%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
8,884
shares
|
$806,933
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,879
shares
|
$806,479
0.07% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8,863
shares
|
$805,026
0.08% of portfolio
|
Q2 2025
Added 98.37%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,842
shares
|
$803,118
0.04% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
8,828
shares
|
$801,847
0.06% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8,823
shares
|
$801,393
0.12% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
8,782
shares
|
$797,669
0.08% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,765
shares
|
$796,124
0.15% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
8,759
shares
|
$795,579
0.25% of portfolio
|
Q3 2025
Added 58.85%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
8,693
shares
|
$789,585
0.29% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
8,610
shares
|
$782,046
0.1% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,601
shares
|
$781,228
0.1% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
8,601
shares
|
$781,228
0.17% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,593
shares
|
$780,502
0.05% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,570
shares
|
$778,413
0.05% of portfolio
|
Q3 2025
Added 441.72%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
8,551
shares
|
$776,687
0.4% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
8,519
shares
|
$773,780
0.43% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,517
shares
|
$773,599
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|