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 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
101,742
shares
|
$8.98 Million
3.48% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
99,625
shares
|
$8.79 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$8.76 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
99,018
shares
|
$8.74 Million
0.19% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
97,071
shares
|
$8.56 Million
0.11% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
93,275
shares
|
$8.23 Million
0.3% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
93,081
shares
|
$8.21 Million
0.22% of portfolio
|
Q3 2025
Reduced 32.18%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$8.14 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
92,047
shares
|
$8.12 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
92,040
shares
|
$8.12 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
90,928
shares
|
$8.02 Million
1.2% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
90,413
shares
|
$7.98 Million
0.07% of portfolio
|
Q2 2025
Added 248.98%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
90,403
shares
|
$7.98 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
90,076
shares
|
$7.95 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
89,907
shares
|
$7.93 Million
0.33% of portfolio
|
Q3 2025
Added 22.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
89,711
shares
|
$7.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
89,469
shares
|
$7.89 Million
2.82% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
88,825
shares
|
$7.84 Million
0.36% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
87,949
shares
|
$7.76 Million
4.23% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
87,860
shares
|
$7.75 Million
0.01% of portfolio
|
Q2 2025
Added 79.93%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
87,363
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2022
Added 57.94%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
87,337
shares
|
$7.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
86,574
shares
|
$7.64 Million
4.11% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
86,197
shares
|
$7.6 Million
1.38% of portfolio
|
Q2 2025
Reduced 22.85%
|