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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
21,738
shares
|
$2 Million
0.12% of portfolio
|
Q2 2025
Added 48.85%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
21,653
shares
|
$1.99 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
21,623
shares
|
$1.99 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
21,507
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$1.97 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
21,333
shares
|
$1.96 Million
1.42% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
21,307
shares
|
$1.96 Million
1.16% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
21,277
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2025
Added 97.98%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
21,232
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
21,210
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2025
Added 353.59%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
21,083
shares
|
$1.94 Million
0.79% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
21,063
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
21,002
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
20,999
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
20,967
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
20,888
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
20,883
shares
|
$1.92 Million
0.25% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.92 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
20,846
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
20,791
shares
|
$1.91 Million
1.14% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
20,752
shares
|
$1.91 Million
1.35% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
20,563
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
20,537
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 78.97%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
20,445
shares
|
$1.88 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.88 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|