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 2,134 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
91
shares
|
$8,373
0.0% of portfolio
|
Q2 2025
Reduced 62.7%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
90
shares
|
$8,281
0.0% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
90
shares
|
$8,281
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
90
shares
|
$8,281
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
85
shares
|
$7,821
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
83
shares
|
$7,637
0.0% of portfolio
|
Q3 2025
Reduced 44.67%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
80
shares
|
$7,361
0.0% of portfolio
|
Q2 2024
Reduced 25.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
78
shares
|
$7,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
76
shares
|
$6,993
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
76
shares
|
$6,993
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
76
shares
|
$6,993
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
75
shares
|
$6,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
75
shares
|
$6,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
74
shares
|
$6,809
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
71
shares
|
$6,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
70
shares
|
$6,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
69
shares
|
$6,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
67
shares
|
$6,165
0.0% of portfolio
|
Q3 2025
Reduced 97.78%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
67
shares
|
$6,165
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
66
shares
|
$6,073
0.0% of portfolio
|
Q3 2025
Reduced 88.34%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
65
shares
|
$5,981
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,889
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,521
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
58
shares
|
$5,337
0.0% of portfolio
|
Q3 2025
Reduced 97.47%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$5,337
0.0% of portfolio
|
Q1 2023
New holding
|