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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,108
shares
|
$736,449
0.06% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
8,099
shares
|
$735,632
0.13% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,071
shares
|
$733,088
0.34% of portfolio
|
Q3 2025
Added 100.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,064
shares
|
$732,453
0.13% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,041
shares
|
$730,364
0.01% of portfolio
|
Q3 2025
Reduced 20.79%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
8,041
shares
|
$730,364
0.53% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
8,022
shares
|
$728,638
0.27% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,010
shares
|
$727,548
0.17% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
8,001
shares
|
$726,730
0.19% of portfolio
|
Q3 2025
Added 115.14%
|
|
|
Vpr Management LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$726,640
0.32% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
7,977
shares
|
$724,550
0.26% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,973
shares
|
$724,187
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
7,958
shares
|
$722,825
0.33% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
7,956
shares
|
$722,643
0.31% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,945
shares
|
$721,644
0.18% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
7,919
shares
|
$719,282
0.05% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
7,909
shares
|
$718,374
0.27% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,893
shares
|
$716,921
0.55% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$716,739
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
7,885
shares
|
$716,194
0.46% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
7,865
shares
|
$714,377
0.21% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
7,861
shares
|
$714,014
0.95% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,843
shares
|
$712,379
0.13% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,825
shares
|
$710,744
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
7,811
shares
|
$709,473
0.05% of portfolio
|
Q2 2025
Reduced 0.64%
|