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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,769
shares
|
$438,843
0.02% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
4,767
shares
|
$438,659
0.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
4,750
shares
|
$437,095
0.07% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,750
shares
|
$437,095
0.4% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,741
shares
|
$436,266
0.02% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,736
shares
|
$435,806
0.06% of portfolio
|
Q3 2025
Reduced 48.45%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,734
shares
|
$435,622
0.12% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
4,727
shares
|
$434,978
0.07% of portfolio
|
Q3 2025
Added 79.94%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
4,715
shares
|
$433,874
0.09% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
4,705
shares
|
$432,954
0.14% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,701
shares
|
$432,586
0.14% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
4,700
shares
|
$432,494
0.07% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
4,697
shares
|
$432,217
0.14% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
4,695
shares
|
$432,033
0.0% of portfolio
|
Q2 2025
Reduced 86.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,671
shares
|
$429,825
0.02% of portfolio
|
Q3 2025
Added 35.31%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,655
shares
|
$428,353
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$425,684
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
4,617
shares
|
$424,856
0.2% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
4,608
shares
|
$424,028
0.03% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
4,601
shares
|
$423,384
0.11% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,598
shares
|
$423,107
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
4,594
shares
|
$422,739
0.16% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
4,593
shares
|
$422,647
0.16% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,576
shares
|
$421,083
0.01% of portfolio
|
Q3 2025
Reduced 34.63%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,575
shares
|
$420,991
0.09% of portfolio
|
Q3 2025
Reduced 53.2%
|