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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,488
shares
|
$320,965
0.03% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$320,781
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,481
shares
|
$320,321
0.12% of portfolio
|
Q3 2025
Reduced 40.65%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
3,474
shares
|
$319,677
0.11% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
3,473
shares
|
$319,585
0.01% of portfolio
|
Q3 2025
Added 37.76%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
3,468
shares
|
$319,125
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
3,454
shares
|
$317,837
0.05% of portfolio
|
Q3 2025
Reduced 58.46%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,450
shares
|
$317,469
0.04% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
3,436
shares
|
$316,180
0.11% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
3,431
shares
|
$315,720
0.19% of portfolio
|
Q3 2025
Reduced 90.97%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$315,352
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
3,422
shares
|
$314,892
0.03% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,406
shares
|
$313,420
0.1% of portfolio
|
Q3 2025
Reduced 25.7%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,402
shares
|
$313,052
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$312,868
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
3,382
shares
|
$311,211
0.21% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,376
shares
|
$310,659
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
3,376
shares
|
$310,659
0.07% of portfolio
|
Q4 2025
Added 610.74%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$310,291
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,360
shares
|
$309,187
0.02% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,337
shares
|
$307,070
0.06% of portfolio
|
Q1 2025
Reduced 49.72%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
3,335
shares
|
$306,886
0.21% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,329
shares
|
$306,334
0.0% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
3,312
shares
|
$304,770
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,307
shares
|
$304,310
0.22% of portfolio
|
Q3 2025
Reduced 13.93%
|
|