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 2,127 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
110
shares
|
$10,122
0.0% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
110
shares
|
$10,122
0.0% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
110
shares
|
$10,122
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
108
shares
|
$9,938
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
108
shares
|
$9,938
0.01% of portfolio
|
Q3 2025
Added 671.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$9,570
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
104
shares
|
$9,570
0.0% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
102
shares
|
$9,386
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,202
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
100
shares
|
$9,202
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$9,202
0.04% of portfolio
|
Q3 2025
Reduced 84.13%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
96
shares
|
$8,833
0.0% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
93
shares
|
$8,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
91
shares
|
$8,373
0.0% of portfolio
|
Q2 2025
Reduced 62.7%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
90
shares
|
$8,281
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
90
shares
|
$8,281
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
85
shares
|
$7,821
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
83
shares
|
$7,637
0.0% of portfolio
|
Q3 2025
Reduced 44.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
78
shares
|
$7,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
76
shares
|
$6,993
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
76
shares
|
$6,993
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
76
shares
|
$6,993
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
75
shares
|
$6,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
71
shares
|
$6,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
70
shares
|
$6,441
0.0% of portfolio
|
Q1 2025
New holding
|
|