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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8,450
shares
|
$767,513
0.08% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
8,428
shares
|
$765,515
0.55% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,421
shares
|
$764,879
0.09% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,399
shares
|
$762,881
0.02% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
8,384
shares
|
$761,518
0.32% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
8,378
shares
|
$760,973
0.33% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
8,377
shares
|
$760,882
0.11% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
8,360
shares
|
$759,338
0.5% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
8,358
shares
|
$759,157
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
8,353
shares
|
$758,702
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
8,341
shares
|
$757,613
0.11% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$757,613
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$757,613
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,332
shares
|
$756,795
0.16% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
8,309
shares
|
$754,706
0.18% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,298
shares
|
$753,707
0.07% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
8,296
shares
|
$753,525
0.21% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,267
shares
|
$750,891
0.23% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,254
shares
|
$749,710
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$748,711
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
8,217
shares
|
$746,350
0.09% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,209
shares
|
$745,623
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
8,192
shares
|
$744,079
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
8,135
shares
|
$738,902
0.06% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,120
shares
|
$737,539
0.19% of portfolio
|
Q2 2025
Reduced 44.92%
|