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 |
|---|---|---|---|---|---|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
3,301
shares
|
$303,758
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
3,291
shares
|
$302,837
0.06% of portfolio
|
Q3 2025
Reduced 70.07%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
3,269
shares
|
$300,813
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
3,257
shares
|
$299,709
0.11% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,235
shares
|
$297,684
0.05% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,205
shares
|
$294,924
0.03% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
3,202
shares
|
$294,648
0.13% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,200
shares
|
$294,464
0.2% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,199
shares
|
$294,371
0.08% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
3,189
shares
|
$293,451
0.21% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,182
shares
|
$292,807
0.2% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,175
shares
|
$292,163
0.04% of portfolio
|
Q3 2025
Reduced 32.8%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
3,159
shares
|
$290,691
0.06% of portfolio
|
Q3 2025
Reduced 29.39%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
3,150
shares
|
$289,863
0.0% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
3,149
shares
|
$289,770
0.03% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
3,147
shares
|
$289,586
0.08% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
3,142
shares
|
$289,126
0.06% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
3,128
shares
|
$287,838
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$287,746
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,123
shares
|
$287,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
3,118
shares
|
$286,918
0.12% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,102
shares
|
$285,446
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,102
shares
|
$285,446
0.18% of portfolio
|
Q3 2025
Reduced 36.69%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
3,100
shares
|
$285,262
0.29% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,100
shares
|
$285,262
0.19% of portfolio
|
Q3 2025
Reduced 9.06%
|
|