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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,974
shares
|
$365,687
0.0% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
3,972
shares
|
$365,503
0.07% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
3,955
shares
|
$363,939
0.07% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$362,742
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$362,742
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
3,909
shares
|
$359,706
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
3,895
shares
|
$358,417
0.04% of portfolio
|
Q4 2023
Added 10.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,843
shares
|
$353,632
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
3,818
shares
|
$351,332
0.09% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,803
shares
|
$349,952
0.0% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,797
shares
|
$349,399
0.04% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
3,785
shares
|
$348,295
0.01% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
3,776
shares
|
$347,467
0.21% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Ctc LLC
|
Dec 12, 2025 Q3 2025 |
3,770
shares
|
$346,915
0.01% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
3,770
shares
|
$346,915
0.09% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
3,768
shares
|
$346,731
0.12% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$346,179
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
3,758
shares
|
$345,811
0.04% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,749
shares
|
$344,982
0.08% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
3,734
shares
|
$343,602
0.01% of portfolio
|
Q4 2025
Added 212.99%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
3,729
shares
|
$343,142
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,725
shares
|
$342,774
0.04% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
3,714
shares
|
$341,762
0.13% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
3,709
shares
|
$341,302
0.12% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
3,703
shares
|
$340,750
0.07% of portfolio
|
Q4 2021
New holding
|
|