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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
452
shares
|
$41,055
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
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%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
442
shares
|
$40,146
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
434
shares
|
$39,420
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
432
shares
|
$39,238
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
431
shares
|
$39,147
0.02% of portfolio
|
Q2 2025
Added 214.6%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
430
shares
|
$39,056
0.01% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
430
shares
|
$39,056
0.03% of portfolio
|
Q2 2025
Added 3207.69%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
421
shares
|
$38,239
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
415
shares
|
$37,694
0.03% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
415
shares
|
$37,694
0.02% of portfolio
|
Q1 2025
Added 418.75%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
408
shares
|
$37,058
0.01% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
405
shares
|
$36,786
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
400
shares
|
$36,332
0.02% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
399
shares
|
$36,241
0.03% of portfolio
|
Q2 2025
Reduced 96.79%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
389
shares
|
$35,332
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
380
shares
|
$34,515
0.01% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
377
shares
|
$34,242
0.01% of portfolio
|
Q2 2023
Reduced 46.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
377
shares
|
$34,242
0.02% of portfolio
|
Q3 2025
Added 0.53%
|