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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
66
shares
|
$5,994
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
65
shares
|
$5,903
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,813
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,449
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
58
shares
|
$5,268
0.0% of portfolio
|
Q3 2025
Reduced 97.47%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$5,268
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
56
shares
|
$5,086
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
55
shares
|
$4,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
55
shares
|
$4,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$4,995
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
51
shares
|
$4,632
0.0% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
51
shares
|
$4,632
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$4,541
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
50
shares
|
$4,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
48
shares
|
$4,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
44
shares
|
$3,996
0.0% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
42
shares
|
$3,814
0.0% of portfolio
|
Q3 2025
Reduced 28.81%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
42
shares
|
$3,814
0.0% of portfolio
|
Q3 2025
Reduced 82.72%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
41
shares
|
$3,724
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
39
shares
|
$3,542
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
36
shares
|
$3,269
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$3,179
0.0% of portfolio
|
Q2 2023
Reduced 90.64%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
34
shares
|
$3,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
34
shares
|
$3,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
30
shares
|
$2,724
0.0% of portfolio
|
Q3 2025
Added 2900.0%
|