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 2,131 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
30,537
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
30,446
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
30,435
shares
|
$2.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
30,345
shares
|
$2.79 Million
0.66% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
30,329
shares
|
$2.79 Million
0.19% of portfolio
|
Q4 2025
Added 93.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
30,220
shares
|
$2.78 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
30,188
shares
|
$2.78 Million
0.27% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
30,127
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
30,036
shares
|
$2.76 Million
0.55% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
29,957
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
29,879
shares
|
$2.75 Million
1.95% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
29,841
shares
|
$2.75 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
29,720
shares
|
$2.73 Million
0.24% of portfolio
|
Q2 2023
Added 280.05%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,583
shares
|
$2.72 Million
0.61% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
29,571
shares
|
$2.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
29,539
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
29,329
shares
|
$2.7 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
29,242
shares
|
$2.69 Million
0.05% of portfolio
|
Q4 2025
Added 121.26%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
29,138
shares
|
$2.68 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
29,090
shares
|
$2.68 Million
1.56% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
29,070
shares
|
$2.68 Million
0.67% of portfolio
|
Q4 2025
Added 91.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
29,032
shares
|
$2.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
29,003
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
28,993
shares
|
$2.67 Million
1.36% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
28,886
shares
|
$2.66 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.74%
|
|