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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,045
shares
|
$94,917
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,044
shares
|
$94,826
0.07% of portfolio
|
Q3 2025
Added 21.96%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,035
shares
|
$94,009
0.05% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
1,023
shares
|
$92,919
0.03% of portfolio
|
Q2 2025
Reduced 32.83%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,016
shares
|
$92,283
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,003
shares
|
$91,102
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
991
shares
|
$90,012
0.01% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
974
shares
|
$88,468
0.04% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$87,560
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
950
shares
|
$86,288
0.05% of portfolio
|
Q2 2025
Reduced 97.22%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$85,743
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
939
shares
|
$85,289
0.01% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
890
shares
|
$80,838
0.02% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
885
shares
|
$80,384
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
868
shares
|
$78,840
0.04% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
860
shares
|
$78,113
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
850
shares
|
$77,205
0.05% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
840
shares
|
$76,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
827
shares
|
$75,116
0.01% of portfolio
|
Q3 2023
Reduced 40.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
821
shares
|
$74,571
0.02% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
818
shares
|
$74,298
0.06% of portfolio
|
Q3 2025
Added 82.18%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
808
shares
|
$73,390
0.01% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
801
shares
|
$72,754
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
800
shares
|
$72,664
0.0% of portfolio
|
Q3 2025
Added 769.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
780
shares
|
$70,847
0.06% of portfolio
|
Q3 2025
Reduced 11.06%
|