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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$130,668
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
1,412
shares
|
$129,932
0.04% of portfolio
|
Q3 2025
Reduced 94.93%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$129,104
0.07% of portfolio
|
Q2 2025
Reduced 98.82%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,395
shares
|
$128,367
0.18% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$125,147
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,347
shares
|
$123,950
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,333
shares
|
$122,662
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$120,638
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,293
shares
|
$118,981
0.03% of portfolio
|
Q3 2025
Reduced 42.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,290
shares
|
$118,705
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,278
shares
|
$117,601
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,271
shares
|
$116,957
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,232
shares
|
$113,368
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
1,230
shares
|
$113,184
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,227
shares
|
$112,908
0.01% of portfolio
|
Q2 2023
Reduced 11.92%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,224
shares
|
$112,632
0.02% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,193
shares
|
$109,779
0.12% of portfolio
|
Q3 2025
Reduced 92.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,193
shares
|
$109,779
0.01% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$107,939
0.01% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,165
shares
|
$107,203
0.03% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,162
shares
|
$106,927
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,112
shares
|
$102,326
0.02% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,097
shares
|
$100,945
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
1,093
shares
|
$100,577
0.03% of portfolio
|
Q3 2025
Reduced 26.69%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,055
shares
|
$97,081
0.0% of portfolio
|
Q3 2025
New holding
|