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 |
|---|---|---|---|---|---|
|
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
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
560
shares
|
$50,864
0.01% of portfolio
|
Q3 2024
Added 2445.45%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
550
shares
|
$49,956
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
549
shares
|
$49,865
0.05% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
545
shares
|
$49,502
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
544
shares
|
$49,411
0.02% of portfolio
|
Q1 2023
Reduced 25.78%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
529
shares
|
$48,049
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
525
shares
|
$47,685
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$47,231
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
511
shares
|
$46,414
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
504
shares
|
$45,778
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
500
shares
|
$45,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$45,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
500
shares
|
$45,415
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
499
shares
|
$45,324
0.01% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
493
shares
|
$44,779
0.01% of portfolio
|
Q3 2025
Reduced 36.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
475
shares
|
$43,144
0.01% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
466
shares
|
$42,326
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
465
shares
|
$42,235
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
464
shares
|
$42,145
0.01% of portfolio
|
Q2 2025
Reduced 49.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
461
shares
|
$41,872
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
451
shares
|
$40,964
0.0% of portfolio
|
Q3 2025
Reduced 93.65%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
448
shares
|
$40,691
0.0% of portfolio
|
Q3 2025
Reduced 73.68%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
446
shares
|
$40,510
0.01% of portfolio
|
Q4 2024
Reduced 44.67%
|