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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
550
shares
|
$50,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
545
shares
|
$50,150
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
529
shares
|
$48,678
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
525
shares
|
$48,310
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$47,850
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
511
shares
|
$47,022
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
504
shares
|
$46,378
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$46,010
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
500
shares
|
$46,010
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
499
shares
|
$45,917
0.01% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
493
shares
|
$45,365
0.01% of portfolio
|
Q3 2025
Reduced 36.47%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
490
shares
|
$45,089
0.02% of portfolio
|
Q4 2025
Added 512.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
466
shares
|
$42,881
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
464
shares
|
$42,697
0.01% of portfolio
|
Q2 2025
Reduced 49.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
461
shares
|
$42,421
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
450
shares
|
$41,409
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
448
shares
|
$41,224
0.0% of portfolio
|
Q3 2025
Reduced 73.68%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
446
shares
|
$41,040
0.01% of portfolio
|
Q4 2024
Reduced 44.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
434
shares
|
$39,936
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
432
shares
|
$39,752
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
432
shares
|
$39,752
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
430
shares
|
$39,568
0.01% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
430
shares
|
$39,568
0.03% of portfolio
|
Q2 2025
Added 3207.69%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
421
shares
|
$38,740
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
415
shares
|
$38,188
0.02% of portfolio
|
Q1 2025
Added 418.75%
|
|