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 2,135 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,725
shares
|
$338,341
0.04% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
3,714
shares
|
$337,342
0.13% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
3,709
shares
|
$336,888
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
|
$336,343
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,696
shares
|
$335,707
0.09% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,686
shares
|
$334,799
0.0% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,685
shares
|
$334,708
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,676
shares
|
$333,891
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
3,674
shares
|
$333,709
0.06% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,670
shares
|
$333,346
0.05% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,655
shares
|
$331,983
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,654
shares
|
$331,892
0.06% of portfolio
|
Q3 2025
Reduced 94.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
3,619
shares
|
$328,713
0.07% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,598
shares
|
$326,806
0.06% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
3,597
shares
|
$326,715
0.35% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
3,585
shares
|
$325,625
0.2% of portfolio
|
Q3 2025
Reduced 82.94%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,582
shares
|
$325,353
0.01% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,561
shares
|
$323,445
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
3,545
shares
|
$321,992
0.08% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
3,544
shares
|
$321,901
0.1% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
3,537
shares
|
$321,265
0.05% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,530
shares
|
$320,629
0.03% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,530
shares
|
$320,629
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,525
shares
|
$320,175
0.12% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,515
shares
|
$319,267
0.11% of portfolio
|
Q3 2025
Reduced 1.21%
|