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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
3,312
shares
|
$304,770
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,307
shares
|
$304,310
0.22% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
3,303
shares
|
$303,942
0.08% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
3,301
shares
|
$303,758
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,300
shares
|
$303,666
0.05% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
3,291
shares
|
$302,837
0.06% of portfolio
|
Q3 2025
Reduced 70.07%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
3,269
shares
|
$300,813
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,262
shares
|
$300,169
0.04% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
3,260
shares
|
$299,985
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
3,257
shares
|
$299,709
0.11% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,253
shares
|
$299,341
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,235
shares
|
$297,684
0.05% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
3,231
shares
|
$297,316
0.03% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
3,226
shares
|
$296,856
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
3,226
shares
|
$296,856
0.01% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,205
shares
|
$294,924
0.03% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
3,202
shares
|
$294,648
0.13% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,200
shares
|
$294,464
0.2% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,199
shares
|
$294,371
0.08% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
3,189
shares
|
$293,451
0.21% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,182
shares
|
$292,807
0.2% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,175
shares
|
$292,163
0.04% of portfolio
|
Q3 2025
Reduced 32.8%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
3,159
shares
|
$290,691
0.06% of portfolio
|
Q3 2025
Reduced 29.39%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
3,150
shares
|
$289,863
0.0% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
3,149
shares
|
$289,770
0.29% of portfolio
|
Q4 2024
Reduced 39.5%
|