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 |
|---|---|---|---|---|---|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,750
shares
|
$437,095
0.4% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,736
shares
|
$435,806
0.06% of portfolio
|
Q3 2025
Reduced 48.45%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,734
shares
|
$435,622
0.12% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
4,727
shares
|
$434,978
0.07% of portfolio
|
Q3 2025
Added 79.94%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
4,715
shares
|
$433,874
0.09% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,701
shares
|
$432,586
0.14% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
4,700
shares
|
$432,494
0.07% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
4,698
shares
|
$432,309
0.06% of portfolio
|
Q4 2025
Added 101.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,671
shares
|
$429,825
0.02% of portfolio
|
Q3 2025
Added 35.31%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
4,657
shares
|
$428,537
0.14% of portfolio
|
Q4 2025
Added 79.18%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,655
shares
|
$428,353
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$425,684
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
4,608
shares
|
$424,028
0.03% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
4,601
shares
|
$423,384
0.11% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 16, 2026 Q4 2025 |
4,600
shares
|
$423,292
0.14% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,598
shares
|
$423,107
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
4,594
shares
|
$422,739
0.16% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
4,593
shares
|
$422,647
0.16% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,576
shares
|
$421,083
0.01% of portfolio
|
Q3 2025
Reduced 34.63%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,575
shares
|
$420,991
0.09% of portfolio
|
Q3 2025
Reduced 53.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,569
shares
|
$420,439
0.12% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,568
shares
|
$420,347
0.04% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,565
shares
|
$420,071
0.04% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
4,559
shares
|
$419,519
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,558
shares
|
$419,427
0.0% of portfolio
|
Q3 2025
Added 39.01%
|
|