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 |
|---|---|---|---|---|---|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
4,337
shares
|
$399,090
0.27% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
4,337
shares
|
$399,090
0.03% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,328
shares
|
$398,262
0.01% of portfolio
|
Q3 2025
Reduced 63.59%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,297
shares
|
$395,409
0.18% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,293
shares
|
$395,041
0.05% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,278
shares
|
$393,661
0.0% of portfolio
|
Q3 2025
Added 68.82%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
4,278
shares
|
$393,661
0.21% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
4,273
shares
|
$393,201
0.12% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,250
shares
|
$391,085
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,191
shares
|
$385,655
0.07% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$383,815
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,169
shares
|
$383,631
0.03% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,143
shares
|
$381,238
0.01% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
4,142
shares
|
$381,146
0.02% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,121
shares
|
$379,214
0.05% of portfolio
|
Q3 2025
Reduced 86.86%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
4,094
shares
|
$376,729
0.07% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,076
shares
|
$375,073
0.26% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,066
shares
|
$374,153
0.09% of portfolio
|
Q3 2025
Added 55.43%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
4,058
shares
|
$373,417
0.09% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
4,018
shares
|
$369,736
0.01% of portfolio
|
Q4 2025
Added 91.97%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
4,018
shares
|
$369,736
0.19% of portfolio
|
Q3 2024
Added 119.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$369,460
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,010
shares
|
$369,000
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,003
shares
|
$368,356
0.1% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
3,999
shares
|
$367,987
0.27% of portfolio
|
Q3 2025
Added 31.07%
|
|