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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
6,331
shares
|
$575,044
0.07% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
6,321
shares
|
$574,136
0.07% of portfolio
|
Q3 2025
Reduced 38.82%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,314
shares
|
$573,500
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$572,955
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
6,300
shares
|
$572,229
0.63% of portfolio
|
Q2 2025
Reduced 80.73%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
6,296
shares
|
$571,865
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$571,774
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,288
shares
|
$571,139
0.39% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,283
shares
|
$570,684
0.03% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
6,272
shares
|
$569,685
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
6,272
shares
|
$569,685
0.06% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,268
shares
|
$569,322
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
6,205
shares
|
$563,600
0.43% of portfolio
|
Q3 2025
Added 58.9%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
6,201
shares
|
$563,236
0.16% of portfolio
|
Q3 2025
Reduced 67.71%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
6,192
shares
|
$562,419
0.25% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
6,185
shares
|
$561,783
0.09% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
6,171
shares
|
$560,511
0.1% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
6,125
shares
|
$556,333
0.0% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,122
shares
|
$556,061
0.41% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
6,104
shares
|
$554,426
0.04% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
6,085
shares
|
$552,700
0.27% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,059
shares
|
$550,338
0.29% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,054
shares
|
$549,884
0.02% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,038
shares
|
$548,431
0.07% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,027
shares
|
$547,432
0.18% of portfolio
|
Q1 2025
Reduced 1.36%
|