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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
20,433
shares
|
$1.88 Million
0.44% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
20,376
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
20,310
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.87 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
20,211
shares
|
$1.86 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
20,137
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
20,089
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 68.63%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
20,073
shares
|
$1.85 Million
0.62% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
20,001
shares
|
$1.84 Million
0.52% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$1.84 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
19,943
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 46.18%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,775
shares
|
$1.82 Million
0.29% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
19,619
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
19,584
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.8 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
19,397
shares
|
$1.78 Million
0.78% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,389
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Added 63.92%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
19,337
shares
|
$1.78 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
19,327
shares
|
$1.78 Million
0.41% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
19,303
shares
|
$1.78 Million
0.42% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
19,255
shares
|
$1.77 Million
1.25% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
19,223
shares
|
$1.77 Million
0.46% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,206
shares
|
$1.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.77 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
19,185
shares
|
$1.77 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|