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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
4,575
shares
|
$420,991
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,569
shares
|
$420,439
0.12% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,568
shares
|
$420,347
0.04% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,565
shares
|
$420,071
0.04% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
4,560
shares
|
$419,611
0.13% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
4,559
shares
|
$419,519
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,558
shares
|
$419,427
0.0% of portfolio
|
Q3 2025
Added 39.01%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
4,534
shares
|
$417,218
0.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,531
shares
|
$416,942
0.02% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,517
shares
|
$415,654
0.03% of portfolio
|
Q3 2025
Reduced 41.55%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
4,494
shares
|
$413,537
0.07% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,492
shares
|
$413,353
0.04% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,484
shares
|
$412,617
0.05% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,474
shares
|
$411,697
0.01% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
4,471
shares
|
$411,421
0.16% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
4,455
shares
|
$409,949
0.19% of portfolio
|
Q3 2025
Reduced 20.9%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,449
shares
|
$409,396
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
4,445
shares
|
$409,028
0.11% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,444
shares
|
$408,936
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
4,438
shares
|
$408,384
0.07% of portfolio
|
Q3 2025
Added 31.69%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,437
shares
|
$408,292
0.16% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
4,436
shares
|
$408,200
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$408,108
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
4,427
shares
|
$407,372
0.05% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
4,409
shares
|
$405,716
0.13% of portfolio
|
Q3 2025
Reduced 5.61%
|