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 |
|---|---|---|---|---|---|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
8,360
shares
|
$769,287
0.5% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
8,358
shares
|
$769,103
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
8,341
shares
|
$767,538
0.11% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$767,538
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$767,538
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,332
shares
|
$766,710
0.16% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,298
shares
|
$763,581
0.07% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
8,296
shares
|
$763,397
0.08% of portfolio
|
Q4 2025
Added 85.01%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,254
shares
|
$759,533
0.06% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8,243
shares
|
$758,520
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,228
shares
|
$757,140
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
8,192
shares
|
$753,827
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
8,192
shares
|
$753,827
0.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,182
shares
|
$752,907
0.52% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
8,135
shares
|
$748,582
0.06% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,108
shares
|
$746,098
0.06% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
8,099
shares
|
$745,269
0.13% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
8,071
shares
|
$742,693
0.25% of portfolio
|
Q4 2025
Added 91.48%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,071
shares
|
$742,693
0.34% of portfolio
|
Q3 2025
Added 100.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,064
shares
|
$742,049
0.13% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,041
shares
|
$739,932
0.01% of portfolio
|
Q3 2025
Reduced 20.79%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
8,041
shares
|
$739,932
0.53% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
8,022
shares
|
$738,184
0.09% of portfolio
|
Q4 2025
Added 81.21%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
8,022
shares
|
$738,184
0.27% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,010
shares
|
$737,080
0.17% of portfolio
|
Q3 2025
Reduced 26.88%
|
|