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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,457
shares
|
$226,093
0.11% of portfolio
|
Q3 2025
Reduced 49.72%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$225,725
0.02% of portfolio
|
Q4 2022
Added 77.75%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,451
shares
|
$225,541
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$225,541
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,435
shares
|
$224,068
0.08% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
2,434
shares
|
$223,976
0.08% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
2,432
shares
|
$223,792
0.03% of portfolio
|
Q4 2025
Added 122.51%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,403
shares
|
$221,124
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$220,848
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,400
shares
|
$220,848
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,391
shares
|
$220,019
0.04% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
2,389
shares
|
$219,835
0.15% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
2,365
shares
|
$217,627
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
2,356
shares
|
$216,799
0.09% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
2,344
shares
|
$215,694
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
2,321
shares
|
$213,578
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
2,306
shares
|
$212,198
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,288
shares
|
$210,541
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,287
shares
|
$210,449
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,286
shares
|
$210,357
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,282
shares
|
$209,989
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
2,260
shares
|
$207,965
0.03% of portfolio
|
Q4 2025
Added 60.06%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,247
shares
|
$206,768
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,225
shares
|
$204,744
0.08% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
2,195
shares
|
$201,983
0.11% of portfolio
|
Q2 2025
Added 9.75%
|
|