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 |
|---|---|---|---|---|---|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
3,818
shares
|
$351,332
0.09% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,814
shares
|
$350,964
0.04% of portfolio
|
Q3 2025
Added 36.85%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,803
shares
|
$349,952
0.0% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,797
shares
|
$349,399
0.04% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
3,792
shares
|
$348,939
0.1% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
3,790
shares
|
$348,755
0.2% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
3,785
shares
|
$348,295
0.01% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
3,776
shares
|
$347,467
0.21% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
3,771
shares
|
$347,007
0.07% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
3,768
shares
|
$346,731
0.12% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$346,179
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
3,758
shares
|
$345,811
0.04% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
3,756
shares
|
$345,627
0.05% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,749
shares
|
$344,982
0.08% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
3,743
shares
|
$344,430
0.08% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
3,729
shares
|
$343,142
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,725
shares
|
$342,774
0.04% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
3,714
shares
|
$341,762
0.13% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
3,709
shares
|
$341,302
0.12% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
3,703
shares
|
$340,750
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,696
shares
|
$340,105
0.09% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,688
shares
|
$339,369
0.0% of portfolio
|
Q3 2025
Added 44.01%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,686
shares
|
$339,185
0.0% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,685
shares
|
$339,093
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,676
shares
|
$338,265
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|