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 2,130 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
120,163
shares
|
$10.6 Million
1.64% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
119,978
shares
|
$10.6 Million
0.07% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
119,819
shares
|
$10.6 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
118,247
shares
|
$10.4 Million
0.09% of portfolio
|
Q2 2025
Added 105.01%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
117,719
shares
|
$10.4 Million
0.55% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
113,907
shares
|
$10 Million
0.99% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
113,589
shares
|
$10 Million
0.56% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
113,527
shares
|
$10 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
113,497
shares
|
$10 Million
2.63% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
112,857
shares
|
$9.96 Million
0.92% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
112,712
shares
|
$9.94 Million
2.05% of portfolio
|
Q2 2025
Added 358.5%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
112,327
shares
|
$9.91 Million
0.2% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$9.89 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
109,761
shares
|
$9.68 Million
0.13% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
107,944
shares
|
$9.52 Million
1.09% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
106,894
shares
|
$9.43 Million
1.64% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
105,576
shares
|
$9.31 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
105,400
shares
|
$9.3 Million
2.07% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
104,032
shares
|
$9.18 Million
0.07% of portfolio
|
Q3 2025
Added 55.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
103,747
shares
|
$9.15 Million
0.47% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
103,043
shares
|
$9.09 Million
3.51% of portfolio
|
Q1 2024
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
102,821
shares
|
$9.07 Million
2.53% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
102,328
shares
|
$9.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
102,105
shares
|
$9.01 Million
1.08% of portfolio
|
Q3 2025
Added 1304.08%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
101,994
shares
|
$9 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.74%
|