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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,078
shares
|
$467,277
0.07% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,078
shares
|
$467,277
0.08% of portfolio
|
Q3 2025
Added 26.19%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,048
shares
|
$464,516
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
5,039
shares
|
$463,688
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$462,768
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
5,016
shares
|
$461,572
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
5,016
shares
|
$461,572
0.27% of portfolio
|
Q3 2025
Reduced 61.45%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
5,011
shares
|
$461,112
0.05% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
5,008
shares
|
$460,836
0.01% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,000
shares
|
$460,100
0.04% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
4,995
shares
|
$459,639
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
4,974
shares
|
$457,707
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
4,964
shares
|
$456,787
0.24% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
4,929
shares
|
$453,566
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$452,002
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,901
shares
|
$450,990
0.15% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,889
shares
|
$449,885
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
4,886
shares
|
$449,609
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
4,850
shares
|
$446,297
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$446,112
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,824
shares
|
$443,904
0.06% of portfolio
|
Q3 2025
Reduced 17.82%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
4,808
shares
|
$442,432
0.15% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,783
shares
|
$440,131
0.17% of portfolio
|
Q2 2025
Added 0.23%
|