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 |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$675,866
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,419
shares
|
$673,867
0.03% of portfolio
|
Q2 2025
Reduced 71.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,414
shares
|
$673,413
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,408
shares
|
$672,868
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
7,407
shares
|
$672,777
0.1% of portfolio
|
Q2 2025
Added 170.13%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
7,382
shares
|
$670,507
0.22% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$670,325
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
7,347
shares
|
$667,328
0.17% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,346
shares
|
$667,237
0.07% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,341
shares
|
$666,783
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
7,306
shares
|
$663,603
0.29% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,305
shares
|
$663,513
0.2% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
7,304
shares
|
$663,422
0.26% of portfolio
|
Q3 2025
Added 434.7%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
7,296
shares
|
$662,695
0.13% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,288
shares
|
$661,969
0.05% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
7,269
shares
|
$660,243
0.04% of portfolio
|
Q3 2025
Added 51.63%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
7,254
shares
|
$658,880
0.08% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$655,883
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
7,215
shares
|
$655,338
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
7,190
shares
|
$653,067
0.22% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,170
shares
|
$651,251
0.0% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
7,160
shares
|
$650,342
0.01% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
7,158
shares
|
$650,161
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,149
shares
|
$649,343
0.13% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
7,115
shares
|
$646,255
0.29% of portfolio
|
Q3 2025
Reduced 0.08%
|