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 |
|---|---|---|---|---|---|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
10,445
shares
|
$961,148
0.06% of portfolio
|
Q3 2025
Reduced 79.89%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
10,436
shares
|
$960,320
0.28% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
10,416
shares
|
$958,480
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
10,382
shares
|
$955,351
0.16% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
10,349
shares
|
$952,314
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$950,566
1.6% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
10,322
shares
|
$949,830
0.09% of portfolio
|
Q4 2025
Added 256.67%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$945,413
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
10,247
shares
|
$942,928
0.39% of portfolio
|
Q4 2025
Added 99.98%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
10,237
shares
|
$942,008
0.11% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
10,221
shares
|
$940,536
0.15% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,217
shares
|
$940,168
0.16% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
10,216
shares
|
$940,076
0.03% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
10,168
shares
|
$935,659
0.48% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
10,106
shares
|
$929,954
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$929,862
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
10,049
shares
|
$924,708
0.56% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
10,036
shares
|
$923,512
0.37% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
10,002
shares
|
$920,384
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
9,996
shares
|
$919,831
0.84% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
9,989
shares
|
$919,187
0.01% of portfolio
|
Q4 2025
Added 68.42%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,988
shares
|
$919,095
0.32% of portfolio
|
Q2 2025
Reduced 86.64%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
9,987
shares
|
$919,003
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
9,955
shares
|
$916,059
0.58% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,954
shares
|
$915,967
0.02% of portfolio
|
Q3 2025
Reduced 24.45%
|
|