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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,688
shares
|
$339,369
0.0% of portfolio
|
Q3 2025
Added 44.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,676
shares
|
$338,265
0.03% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
3,674
shares
|
$338,081
0.06% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,671
shares
|
$337,805
0.03% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,670
shares
|
$337,713
0.05% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,655
shares
|
$336,333
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,654
shares
|
$336,241
0.06% of portfolio
|
Q3 2025
Reduced 94.21%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
3,626
shares
|
$333,664
0.03% of portfolio
|
Q4 2025
Added 115.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
3,619
shares
|
$333,020
0.07% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,598
shares
|
$331,087
0.06% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
3,585
shares
|
$329,891
0.2% of portfolio
|
Q3 2025
Reduced 82.94%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
3,561
shares
|
$327,683
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
3,547
shares
|
$326,394
0.05% of portfolio
|
Q4 2025
Added 1094.28%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
3,545
shares
|
$326,210
0.08% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,530
shares
|
$324,830
0.03% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,530
shares
|
$324,830
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
3,522
shares
|
$324,094
0.03% of portfolio
|
Q4 2025
Added 1912.57%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,515
shares
|
$323,450
0.11% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
3,510
shares
|
$322,990
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
3,510
shares
|
$322,990
0.22% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
3,504
shares
|
$322,438
0.1% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
3,502
shares
|
$322,254
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
3,500
shares
|
$322,070
0.21% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,495
shares
|
$321,609
0.13% of portfolio
|
Q3 2025
Reduced 47.28%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,492
shares
|
$321,333
0.04% of portfolio
|
Q4 2024
Added 23.0%
|
|