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 |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,859
shares
|
$263,085
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
2,853
shares
|
$262,533
0.07% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,847
shares
|
$261,980
0.05% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,839
shares
|
$261,244
0.08% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,813
shares
|
$258,852
0.0% of portfolio
|
Q3 2025
Reduced 52.77%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
2,811
shares
|
$258,668
0.09% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,801
shares
|
$257,748
0.05% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
2,800
shares
|
$257,656
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,793
shares
|
$257,011
0.1% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
2,789
shares
|
$256,643
0.1% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,788
shares
|
$256,551
0.02% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,785
shares
|
$256,275
0.11% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,781
shares
|
$255,907
0.0% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
2,779
shares
|
$255,723
0.08% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
2,777
shares
|
$255,539
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
2,770
shares
|
$254,895
0.06% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,765
shares
|
$254,435
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$253,975
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$253,331
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
2,745
shares
|
$252,594
0.16% of portfolio
|
Q3 2025
Reduced 48.31%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
2,744
shares
|
$252,502
0.0% of portfolio
|
Q3 2025
Reduced 39.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,739
shares
|
$252,042
0.09% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$251,950
0.02% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
2,724
shares
|
$250,662
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
2,722
shares
|
$250,478
0.05% of portfolio
|
Q3 2025
Added 4.77%
|
|