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 $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
228,996
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
227,903
shares
|
$21 Million
0.78% of portfolio
|
Q3 2025
Added 1167.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
227,386
shares
|
$20.9 Million
1.96% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
215,701
shares
|
$19.8 Million
2.0% of portfolio
|
Q3 2025
Added 2116.64%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
215,610
shares
|
$19.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
213,902
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$19.5 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
211,892
shares
|
$19.5 Million
0.14% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
211,348
shares
|
$19.4 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
209,919
shares
|
$19.3 Million
1.11% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
209,758
shares
|
$19.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
204,376
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
204,134
shares
|
$18.8 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2025 Q3 2025 |
202,300
shares
|
$18.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
202,183
shares
|
$18.6 Million
0.08% of portfolio
|
Q4 2025
Added 94.35%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
201,537
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 77.75%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
198,556
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
196,327
shares
|
$18.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$17.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
188,377
shares
|
$17.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
187,490
shares
|
$17.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
186,548
shares
|
$17.2 Million
1.81% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
185,986
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
179,552
shares
|
$16.5 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$16.5 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|
|