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 |
|---|---|---|---|---|---|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$914,402
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
9,929
shares
|
$913,666
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
9,888
shares
|
$909,893
0.31% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
9,758
shares
|
$897,931
0.39% of portfolio
|
Q4 2025
Added 85.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
9,737
shares
|
$895,998
0.12% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$894,894
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
9,715
shares
|
$893,974
0.09% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rpg Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
9,695
shares
|
$892,133
0.1% of portfolio
|
Q4 2025
Added 89.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
9,670
shares
|
$889,833
0.03% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
9,663
shares
|
$889,189
0.3% of portfolio
|
Q4 2025
Added 105.73%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,657
shares
|
$888,637
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
9,643
shares
|
$887,348
0.11% of portfolio
|
Q3 2025
Added 24.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
9,566
shares
|
$880,263
0.37% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,563
shares
|
$879,987
0.03% of portfolio
|
Q3 2025
Added 28.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$878,146
0.11% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
9,520
shares
|
$876,030
0.3% of portfolio
|
Q3 2025
Reduced 37.46%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
9,517
shares
|
$875,754
0.05% of portfolio
|
Q4 2025
Added 100.74%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
9,482
shares
|
$872,533
0.11% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
9,479
shares
|
$872,257
0.26% of portfolio
|
Q3 2025
Reduced 56.85%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
9,467
shares
|
$871,153
0.2% of portfolio
|
Q4 2025
Added 98.59%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$869,036
3.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
9,440
shares
|
$868,668
0.04% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,421
shares
|
$866,920
0.07% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
9,401
shares
|
$865,080
0.6% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
9,366
shares
|
$861,859
0.02% of portfolio
|
Q3 2025
Reduced 2.6%
|
|