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 2,121 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
119,978
shares
|
$11 Million
0.07% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
119,819
shares
|
$11 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
119,232
shares
|
$11 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
117,719
shares
|
$10.8 Million
0.55% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
116,664
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Added 159.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
116,476
shares
|
$10.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
113,597
shares
|
$10.5 Million
0.91% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
113,589
shares
|
$10.5 Million
0.56% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
113,527
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
113,110
shares
|
$10.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
112,327
shares
|
$10.3 Million
0.2% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$10.3 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
111,997
shares
|
$10.3 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
109,761
shares
|
$10.1 Million
0.13% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
107,944
shares
|
$9.93 Million
1.09% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
107,181
shares
|
$9.86 Million
1.93% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
106,894
shares
|
$9.84 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
|
$9.72 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
105,400
shares
|
$9.7 Million
2.07% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
104,052
shares
|
$9.57 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
103,747
shares
|
$9.55 Million
0.47% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
102,821
shares
|
$9.46 Million
2.53% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
102,328
shares
|
$9.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
102,105
shares
|
$9.4 Million
1.08% of portfolio
|
Q3 2025
Added 1304.08%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
101,994
shares
|
$9.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.74%
|
|