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 |
|---|---|---|---|---|---|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
5,958
shares
|
$541,165
0.23% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
5,939
shares
|
$539,439
0.16% of portfolio
|
Q3 2025
Added 116.04%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
5,937
shares
|
$539,257
0.39% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,931
shares
|
$538,712
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
5,920
shares
|
$537,713
0.26% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$536,078
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,898
shares
|
$535,715
0.02% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
5,852
shares
|
$531,537
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,850
shares
|
$531,355
0.04% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
5,842
shares
|
$530,628
0.47% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,841
shares
|
$530,538
0.04% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,835
shares
|
$529,993
0.16% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
5,807
shares
|
$527,449
0.04% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,802
shares
|
$526,995
0.57% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5,800
shares
|
$526,814
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$526,269
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
5,790
shares
|
$525,905
0.03% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$523,998
0.37% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,765
shares
|
$523,634
0.1% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
5,742
shares
|
$521,545
0.0% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
5,707
shares
|
$518,366
0.1% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
5,689
shares
|
$516,731
0.03% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,671
shares
|
$515,096
0.01% of portfolio
|
Q3 2025
Reduced 21.18%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
5,664
shares
|
$514,461
0.0% of portfolio
|
Q2 2025
Added 65.47%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
5,650
shares
|
$513,189
0.45% of portfolio
|
Q2 2024
Reduced 98.9%
|