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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$253,331
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
2,745
shares
|
$252,594
0.16% of portfolio
|
Q3 2025
Reduced 48.31%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,745
shares
|
$252,594
0.07% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
2,744
shares
|
$252,502
0.0% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$252,042
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$251,950
0.02% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,724
shares
|
$250,662
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$250,202
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
2,711
shares
|
$249,466
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,711
shares
|
$249,466
0.03% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$249,374
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,703
shares
|
$248,730
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$248,454
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
2,699
shares
|
$248,361
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,698
shares
|
$248,269
0.02% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
2,697
shares
|
$248,177
0.15% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,683
shares
|
$246,889
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
2,681
shares
|
$246,705
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
2,677
shares
|
$246,337
0.02% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$245,509
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
2,667
shares
|
$245,417
0.19% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,663
shares
|
$245,049
0.01% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,658
shares
|
$244,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,654
shares
|
$244,221
0.0% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Wj Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,650
shares
|
$243,853
0.1% of portfolio
|
Q3 2025
Reduced 10.17%
|