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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,488
shares
|
$320,965
0.03% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$320,781
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,481
shares
|
$320,321
0.12% of portfolio
|
Q3 2025
Reduced 40.65%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
3,474
shares
|
$319,677
0.11% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
3,473
shares
|
$319,585
0.01% of portfolio
|
Q3 2025
Added 37.76%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
3,468
shares
|
$319,125
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
3,454
shares
|
$317,837
0.05% of portfolio
|
Q3 2025
Reduced 58.46%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,450
shares
|
$317,469
0.04% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
3,436
shares
|
$316,180
0.11% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
3,433
shares
|
$315,904
0.05% of portfolio
|
Q3 2025
Reduced 19.96%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
3,431
shares
|
$315,720
0.19% of portfolio
|
Q3 2025
Reduced 90.97%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$315,352
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
3,425
shares
|
$315,168
0.08% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
3,422
shares
|
$314,892
0.03% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,415
shares
|
$314,248
0.05% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,408
shares
|
$313,604
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,406
shares
|
$313,420
0.1% of portfolio
|
Q3 2025
Reduced 25.7%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,402
shares
|
$313,052
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$312,868
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
3,382
shares
|
$311,211
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
3,382
shares
|
$311,211
0.21% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,376
shares
|
$310,659
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$310,291
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,360
shares
|
$309,187
0.02% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,352
shares
|
$308,451
0.0% of portfolio
|
Q3 2025
Reduced 21.57%
|