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 |
|---|---|---|---|---|---|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$235,249
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
2,582
shares
|
$234,523
0.03% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
2,577
shares
|
$234,068
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,571
shares
|
$233,523
0.11% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,568
shares
|
$233,251
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,561
shares
|
$232,615
0.0% of portfolio
|
Q2 2025
Added 256000.0%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
2,560
shares
|
$232,524
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,548
shares
|
$231,434
0.02% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,543
shares
|
$230,980
0.02% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
2,539
shares
|
$230,617
0.04% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
2,535
shares
|
$230,254
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$230,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,530
shares
|
$229,799
0.02% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,525
shares
|
$229,345
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
2,524
shares
|
$229,254
0.05% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
2,524
shares
|
$229,254
0.03% of portfolio
|
Q3 2025
Added 42.44%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,520
shares
|
$228,891
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
2,519
shares
|
$228,800
0.05% of portfolio
|
Q2 2025
Reduced 30.7%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,513
shares
|
$228,255
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$227,983
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,506
shares
|
$227,619
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,505
shares
|
$227,529
0.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,505
shares
|
$227,529
0.17% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,504
shares
|
$227,438
0.05% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$227,075
0.0% of portfolio
|
Q4 2024
Added 25.0%
|