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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
157
shares
|
$14,260
0.0% of portfolio
|
Q3 2025
Reduced 83.83%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
150
shares
|
$13,624
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
148
shares
|
$13,442
0.01% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
143
shares
|
$12,988
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$12,625
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
127
shares
|
$11,535
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
127
shares
|
$11,535
0.0% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
123
shares
|
$11,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
121
shares
|
$10,990
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
119
shares
|
$10,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
118
shares
|
$10,717
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
117
shares
|
$10,627
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
114
shares
|
$10,354
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
114
shares
|
$10,354
0.0% of portfolio
|
Q2 2025
Added 625.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
111
shares
|
$10,082
0.0% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
110
shares
|
$9,991
0.0% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
110
shares
|
$9,991
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
108
shares
|
$9,809
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
108
shares
|
$9,809
0.01% of portfolio
|
Q3 2025
Added 671.43%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
105
shares
|
$9,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$9,446
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
104
shares
|
$9,446
0.0% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,083
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$9,083
0.0% of portfolio
|
Q1 2025
Reduced 93.24%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
100
shares
|
$9,083
0.0% of portfolio
|
Q2 2025
Added 244.83%
|