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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
246
shares
|
$22,344
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
243
shares
|
$22,071
0.01% of portfolio
|
Q2 2024
Added 69.93%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
243
shares
|
$22,071
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
240
shares
|
$21,799
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
222
shares
|
$20,164
0.01% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
204
shares
|
$18,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
200
shares
|
$18,166
0.01% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
200
shares
|
$18,166
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
200
shares
|
$18,166
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
200
shares
|
$18,166
0.01% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$18,166
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
200
shares
|
$18,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
199
shares
|
$18,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
199
shares
|
$18,075
0.01% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
196
shares
|
$17,802
0.01% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
193
shares
|
$17,530
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
180
shares
|
$16,349
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
175
shares
|
$15,895
0.01% of portfolio
|
Q3 2021
Reduced 89.33%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
175
shares
|
$15,895
0.0% of portfolio
|
Q2 2025
Reduced 70.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
175
shares
|
$15,895
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
173
shares
|
$15,713
0.0% of portfolio
|
Q2 2021
Reduced 69.11%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
170
shares
|
$15,441
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
167
shares
|
$15,168
0.01% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
164
shares
|
$14,896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
163
shares
|
$14,805
0.0% of portfolio
|
Q3 2025
Reduced 18.5%
|