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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,950
shares
|
$177,118
0.05% of portfolio
|
Q3 2025
Added 20.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$173,303
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
1,888
shares
|
$171,487
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
1,885
shares
|
$171,214
0.1% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,879
shares
|
$170,669
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,869
shares
|
$169,761
0.06% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,865
shares
|
$169,397
0.07% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,863
shares
|
$169,216
0.17% of portfolio
|
Q3 2025
Reduced 23.77%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,842
shares
|
$167,308
0.03% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$166,218
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,800
shares
|
$163,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,775
shares
|
$161,223
0.07% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,751
shares
|
$159,043
0.02% of portfolio
|
Q3 2025
Reduced 71.53%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,750
shares
|
$158,952
0.11% of portfolio
|
Q2 2025
Added 89.19%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$155,682
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$154,411
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,684
shares
|
$152,957
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,682
shares
|
$152,776
0.01% of portfolio
|
Q2 2025
Added 46.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$147,598
0.06% of portfolio
|
Q1 2024
Added 170.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$146,962
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,601
shares
|
$145,418
0.01% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$144,238
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,574
shares
|
$142,966
0.12% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,521
shares
|
$138,152
0.06% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,520
shares
|
$138,061
0.03% of portfolio
|
Q4 2024
Reduced 0.59%
|