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 |
|---|---|---|---|---|---|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
778
shares
|
$70,665
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
762
shares
|
$69,212
0.0% of portfolio
|
Q2 2022
Reduced 98.73%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
750
shares
|
$68,122
0.01% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
750
shares
|
$68,122
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
735
shares
|
$66,760
0.01% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
730
shares
|
$66,305
0.05% of portfolio
|
Q3 2025
Reduced 47.63%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
726
shares
|
$65,942
0.01% of portfolio
|
Q2 2025
Reduced 43.76%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
722
shares
|
$65,579
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
714
shares
|
$64,852
0.04% of portfolio
|
Q3 2025
Added 84.5%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
706
shares
|
$64,125
0.02% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
700
shares
|
$63,581
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
700
shares
|
$63,581
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
675
shares
|
$61,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
669
shares
|
$60,765
0.01% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
661
shares
|
$60,038
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
657
shares
|
$59,675
0.01% of portfolio
|
Q3 2025
Added 59.47%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
650
shares
|
$59,039
0.0% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
647
shares
|
$58,767
0.02% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
644
shares
|
$58,494
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
632
shares
|
$57,404
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
580
shares
|
$52,681
0.04% of portfolio
|
Q1 2021
Added 23.4%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
576
shares
|
$52,318
0.0% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
575
shares
|
$52,227
0.01% of portfolio
|
Q3 2025
Added 24.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
572
shares
|
$51,954
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
566
shares
|
$51,409
0.01% of portfolio
|
Q3 2025
New holding
|