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 2,131 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,382
shares
|
$216,357
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
2,365
shares
|
$214,812
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
2,356
shares
|
$213,995
0.07% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
2,356
shares
|
$213,995
0.09% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
2,344
shares
|
$212,905
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
2,331
shares
|
$211,724
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
2,321
shares
|
$210,816
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
2,306
shares
|
$209,453
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Oct 16, 2025 Q3 2025 |
2,300
shares
|
$208,909
0.06% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,288
shares
|
$207,819
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,286
shares
|
$207,637
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,282
shares
|
$207,274
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
2,277
shares
|
$206,819
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,257
shares
|
$205,003
0.02% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
2,256
shares
|
$204,912
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
2,246
shares
|
$204,004
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,225
shares
|
$202,096
0.08% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
2,195
shares
|
$199,371
0.11% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,190
shares
|
$198,917
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
2,093
shares
|
$190,107
0.0% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$186,655
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,002
shares
|
$181,841
0.14% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,000
shares
|
$181,660
0.1% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,989
shares
|
$180,660
0.06% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,977
shares
|
$179,570
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|