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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,353
shares
|
$492,583
0.04% of portfolio
|
Q3 2025
Reduced 95.44%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
5,333
shares
|
$490,742
0.14% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
5,319
shares
|
$489,454
0.24% of portfolio
|
Q3 2025
Reduced 77.72%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
5,275
shares
|
$485,405
0.18% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
5,272
shares
|
$485,129
0.15% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
5,258
shares
|
$483,841
0.43% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,244
shares
|
$482,552
0.08% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
5,240
shares
|
$482,184
0.19% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,214
shares
|
$479,792
0.4% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
5,201
shares
|
$478,596
0.03% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
5,198
shares
|
$478,319
0.36% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,180
shares
|
$476,663
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
5,175
shares
|
$476,203
0.04% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
5,175
shares
|
$476,203
0.08% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,174
shares
|
$476,111
0.08% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$476,019
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,170
shares
|
$475,743
0.04% of portfolio
|
Q3 2025
Added 240.58%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,165
shares
|
$475,283
0.1% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,141
shares
|
$473,074
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
5,131
shares
|
$472,154
0.2% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
5,127
shares
|
$471,786
0.06% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
5,124
shares
|
$471,510
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,122
shares
|
$471,326
0.0% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$470,406
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,111
shares
|
$470,314
0.01% of portfolio
|
Q3 2025
Added 6.99%
|