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 2,128 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
352
shares
|
$31,972
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$31,881
0.01% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
345
shares
|
$31,336
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
340
shares
|
$30,882
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
335
shares
|
$30,428
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
331
shares
|
$30,064
0.0% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
331
shares
|
$30,064
0.0% of portfolio
|
Q1 2025
Added 470.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
329
shares
|
$29,883
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
329
shares
|
$29,883
0.02% of portfolio
|
Q3 2025
Added 97.01%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
328
shares
|
$29,792
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
327
shares
|
$29,701
0.01% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$28,611
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
300
shares
|
$27,249
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
300
shares
|
$27,249
0.01% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
296
shares
|
$26,885
0.0% of portfolio
|
Q2 2025
Reduced 36.89%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
289
shares
|
$26,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
288
shares
|
$26,159
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
284
shares
|
$25,795
0.01% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
284
shares
|
$25,795
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
280
shares
|
$25,432
0.04% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
278
shares
|
$25,250
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
276
shares
|
$25,069
0.02% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
274
shares
|
$24,887
0.01% of portfolio
|
Q3 2025
Added 270.27%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
256
shares
|
$23,252
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
248
shares
|
$22,525
0.01% of portfolio
|
Q2 2025
Added 0.4%
|