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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,149
shares
|
$289,770
0.03% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
3,147
shares
|
$289,586
0.08% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
3,145
shares
|
$289,402
0.1% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
3,142
shares
|
$289,126
0.06% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,141
shares
|
$289,034
0.14% of portfolio
|
Q1 2025
Reduced 75.58%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
3,128
shares
|
$287,838
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$287,746
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,123
shares
|
$287,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
3,118
shares
|
$286,918
0.12% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,102
shares
|
$285,446
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,102
shares
|
$285,446
0.18% of portfolio
|
Q3 2025
Reduced 36.69%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
3,100
shares
|
$285,262
0.29% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,100
shares
|
$285,262
0.19% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
3,096
shares
|
$284,893
0.06% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
3,095
shares
|
$284,801
0.0% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
3,094
shares
|
$284,709
0.07% of portfolio
|
Q3 2025
Reduced 24.67%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,085
shares
|
$283,881
0.08% of portfolio
|
Q3 2025
Reduced 32.32%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
3,080
shares
|
$283,421
0.02% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,070
shares
|
$282,501
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,053
shares
|
$280,937
0.1% of portfolio
|
Q3 2025
Reduced 79.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,043
shares
|
$280,016
0.01% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,032
shares
|
$279,004
0.15% of portfolio
|
Q3 2025
Added 1.0%
|