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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
100,729
shares
|
$9.27 Million
2.87% of portfolio
|
Q4 2025
Added 90.58%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
100,206
shares
|
$9.22 Million
1.12% of portfolio
|
Q4 2025
Added 164.74%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
99,625
shares
|
$9.17 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$9.14 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
98,317
shares
|
$9.05 Million
0.74% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.97 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
97,071
shares
|
$8.93 Million
0.11% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
97,040
shares
|
$8.93 Million
0.34% of portfolio
|
Q4 2025
Added 107.58%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
96,102
shares
|
$8.84 Million
1.71% of portfolio
|
Q4 2025
Added 95.47%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 13, 2026 Q4 2025 |
95,457
shares
|
$8.78 Million
3.81% of portfolio
|
Q4 2025
Added 96.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
95,268
shares
|
$8.77 Million
0.15% of portfolio
|
Q4 2025
Added 91.86%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
93,975
shares
|
$8.65 Million
0.04% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
93,294
shares
|
$8.58 Million
3.67% of portfolio
|
Q4 2025
Added 157.72%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
93,081
shares
|
$8.57 Million
0.22% of portfolio
|
Q3 2025
Reduced 32.18%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
92,638
shares
|
$8.52 Million
0.89% of portfolio
|
Q4 2025
Added 21.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
92,529
shares
|
$8.51 Million
0.45% of portfolio
|
Q3 2025
Added 61.22%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
92,431
shares
|
$8.51 Million
2.62% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
92,412
shares
|
$8.5 Million
2.48% of portfolio
|
Q3 2025
Reduced 18.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
92,358
shares
|
$8.5 Million
0.08% of portfolio
|
Q3 2025
Added 48.64%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
92,238
shares
|
$8.49 Million
0.68% of portfolio
|
Q4 2025
Added 102.04%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$8.49 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
92,047
shares
|
$8.47 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
91,801
shares
|
$8.45 Million
0.43% of portfolio
|
Q4 2025
Reduced 38.36%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
90,928
shares
|
$8.37 Million
1.2% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
89,907
shares
|
$8.27 Million
0.33% of portfolio
|
Q3 2025
Added 22.65%
|
|