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 2,130 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
141,955
shares
|
$12.5 Million
1.99% of portfolio
|
Q3 2025
Added 2708.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
140,964
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
140,908
shares
|
$12.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
140,167
shares
|
$12.4 Million
0.14% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
140,017
shares
|
$12.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
139,371
shares
|
$12.3 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
139,157
shares
|
$12.3 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
137,780
shares
|
$12.2 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
137,709
shares
|
$12.1 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
137,701
shares
|
$12.1 Million
1.0% of portfolio
|
Q2 2025
Added 102.61%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
136,749
shares
|
$12.1 Million
3.05% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
136,360
shares
|
$12 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
135,642
shares
|
$12 Million
0.03% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
134,859
shares
|
$11.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
134,694
shares
|
$11.9 Million
1.09% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
134,354
shares
|
$11.9 Million
0.53% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
134,288
shares
|
$11.8 Million
0.41% of portfolio
|
Q2 2025
Added 99.42%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$11.8 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$11.6 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
127,904
shares
|
$11.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
127,590
shares
|
$11.3 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
126,895
shares
|
$11.2 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
126,187
shares
|
$11.1 Million
0.22% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
121,499
shares
|
$10.7 Million
0.11% of portfolio
|
Q2 2025
Added 21.88%
|