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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
399
shares
|
$36,241
0.0% of portfolio
|
Q1 2025
Reduced 61.89%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
399
shares
|
$36,241
0.03% of portfolio
|
Q2 2025
Reduced 96.79%
|
|
|
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%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
366
shares
|
$33,243
0.0% of portfolio
|
Q3 2025
Added 92.63%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
366
shares
|
$33,243
0.02% of portfolio
|
Q3 2025
Added 45.82%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
365
shares
|
$33,152
0.01% of portfolio
|
Q3 2025
Added 72.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
365
shares
|
$33,152
0.01% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
364
shares
|
$33,062
0.01% of portfolio
|
Q3 2025
Reduced 68.73%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
363
shares
|
$32,971
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
361
shares
|
$32,789
0.0% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
360
shares
|
$32,698
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|