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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$250,202
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
2,711
shares
|
$249,466
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,711
shares
|
$249,466
0.03% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$249,374
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,703
shares
|
$248,730
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$248,454
0.01% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,698
shares
|
$248,269
0.02% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,684
shares
|
$246,981
0.26% of portfolio
|
Q3 2025
Reduced 74.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,683
shares
|
$246,889
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,680
shares
|
$246,613
0.0% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
2,677
shares
|
$246,337
0.02% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$245,509
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
2,667
shares
|
$245,417
0.19% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,658
shares
|
$244,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,654
shares
|
$244,221
0.0% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,650
shares
|
$243,853
0.13% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
2,650
shares
|
$243,853
0.01% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,640
shares
|
$242,932
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,637
shares
|
$242,656
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,631
shares
|
$242,104
0.01% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
2,624
shares
|
$241,460
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
2,620
shares
|
$241,092
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$240,632
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,614
shares
|
$240,540
0.05% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,613
shares
|
$240,448
0.1% of portfolio
|
Q3 2025
Reduced 3.93%
|
|