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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
4,534
shares
|
$417,218
0.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,531
shares
|
$416,942
0.02% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,517
shares
|
$415,654
0.03% of portfolio
|
Q3 2025
Reduced 41.55%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
4,512
shares
|
$415,194
0.07% of portfolio
|
Q4 2025
Added 91.51%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
4,511
shares
|
$415,102
0.07% of portfolio
|
Q4 2025
Added 99.96%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,510
shares
|
$415,010
0.27% of portfolio
|
Q4 2025
Reduced 57.3%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
4,500
shares
|
$414,090
0.07% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,492
shares
|
$413,353
0.04% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
4,471
shares
|
$411,421
0.16% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
4,455
shares
|
$409,949
0.19% of portfolio
|
Q3 2025
Reduced 20.9%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
4,445
shares
|
$409,028
0.11% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,444
shares
|
$408,936
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,437
shares
|
$408,292
0.16% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$408,108
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
4,409
shares
|
$405,716
0.13% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,400
shares
|
$404,888
0.16% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$404,059
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,385
shares
|
$403,507
0.01% of portfolio
|
Q3 2025
Reduced 29.31%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
4,375
shares
|
$402,587
0.02% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
4,372
shares
|
$402,311
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
4,364
shares
|
$401,575
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$401,299
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
4,360
shares
|
$401,207
0.05% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,357
shares
|
$400,931
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$399,918
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|