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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
30
shares
|
$2,724
0.0% of portfolio
|
Q3 2025
Added 2900.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,634
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
28
shares
|
$2,543
0.0% of portfolio
|
Q2 2025
Reduced 74.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$2,361
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
25
shares
|
$2,270
0.0% of portfolio
|
Q3 2023
Reduced 97.5%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
25
shares
|
$2,270
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
25
shares
|
$2,270
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
24
shares
|
$2,179
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
22
shares
|
$1,998
0.0% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$1,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,907
0.06% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,816
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
17
shares
|
$1,544
0.0% of portfolio
|
Q2 2025
Reduced 99.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,453
0.01% of portfolio
|
Q3 2025
Reduced 97.66%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
12
shares
|
$1,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
12
shares
|
$1,089
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10
shares
|
$908
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
9
shares
|
$817
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
8
shares
|
$726
0.18% of portfolio
|
Q3 2022
Reduced 99.86%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
6
shares
|
$544
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$544
0.0% of portfolio
|
Q1 2024
Reduced 96.51%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4
shares
|
$363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4
shares
|
$363
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3
shares
|
$272
0.0% of portfolio
|
Q1 2023
New holding
|