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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
2,796
shares
|
$253,960
0.06% of portfolio
|
Q3 2025
Reduced 12.49%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,791
shares
|
$253,506
0.1% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
2,789
shares
|
$253,324
0.1% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,788
shares
|
$253,234
0.02% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,781
shares
|
$252,598
0.0% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,779
shares
|
$252,416
0.09% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,778
shares
|
$252,325
0.02% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
2,777
shares
|
$252,234
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
2,770
shares
|
$251,599
0.06% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$251,508
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,765
shares
|
$251,144
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$250,690
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$250,054
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
2,745
shares
|
$249,328
0.16% of portfolio
|
Q3 2025
Reduced 48.31%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,745
shares
|
$249,328
0.07% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
2,744
shares
|
$249,237
0.0% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$248,783
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$248,692
0.02% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,719
shares
|
$246,966
0.0% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$246,966
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
2,711
shares
|
$246,240
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,711
shares
|
$246,240
0.03% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$246,149
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,703
shares
|
$245,513
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$245,241
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|