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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,650
shares
|
$243,853
0.13% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
2,650
shares
|
$243,853
0.01% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,637
shares
|
$242,656
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,631
shares
|
$242,104
0.01% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
2,624
shares
|
$241,460
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
2,621
shares
|
$241,184
0.02% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
2,620
shares
|
$241,092
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$240,632
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,614
shares
|
$240,540
0.05% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,613
shares
|
$240,448
0.1% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
2,607
shares
|
$239,896
0.02% of portfolio
|
Q3 2025
Reduced 84.21%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,605
shares
|
$239,712
0.04% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
2,599
shares
|
$239,159
0.07% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,598
shares
|
$239,067
0.05% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
2,595
shares
|
$238,791
0.27% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$238,331
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
2,582
shares
|
$237,595
0.03% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
2,577
shares
|
$237,135
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,571
shares
|
$236,583
0.11% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,568
shares
|
$236,307
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,563
shares
|
$235,847
0.02% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
2,560
shares
|
$235,571
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,548
shares
|
$234,466
0.02% of portfolio
|
Q3 2025
Added 3.03%
|