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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,400
shares
|
$404,888
0.16% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$404,059
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,385
shares
|
$403,507
0.01% of portfolio
|
Q3 2025
Reduced 29.31%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
4,375
shares
|
$402,587
0.02% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,372
shares
|
$402,311
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
4,365
shares
|
$401,667
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
4,364
shares
|
$401,575
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$401,299
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
4,360
shares
|
$401,207
0.05% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,357
shares
|
$400,931
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$399,918
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
4,337
shares
|
$399,090
0.27% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 12, 2025 Q3 2025 |
4,337
shares
|
$399,090
0.03% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,328
shares
|
$398,262
0.01% of portfolio
|
Q3 2025
Reduced 63.59%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,297
shares
|
$395,409
0.18% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,293
shares
|
$395,041
0.05% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,278
shares
|
$393,661
0.0% of portfolio
|
Q3 2025
Added 68.82%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
4,278
shares
|
$393,661
0.21% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,275
shares
|
$393,385
0.29% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
4,273
shares
|
$393,201
0.12% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,250
shares
|
$391,085
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
4,215
shares
|
$387,864
0.12% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,191
shares
|
$385,655
0.07% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,179
shares
|
$384,551
0.08% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$383,815
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|