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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
89,132
shares
|
$8.2 Million
4.07% of portfolio
|
Q4 2025
Added 104.96%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
88,825
shares
|
$8.17 Million
0.36% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
87,794
shares
|
$8.08 Million
0.17% of portfolio
|
Q4 2025
Added 94.4%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
87,363
shares
|
$8.04 Million
0.01% of portfolio
|
Q3 2022
Added 57.94%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
87,337
shares
|
$8.04 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
87,016
shares
|
$8.01 Million
0.1% of portfolio
|
Q4 2025
Added 94.41%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
86,574
shares
|
$7.97 Million
4.11% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
86,300
shares
|
$7.94 Million
1.31% of portfolio
|
Q3 2025
Added 114.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
86,056
shares
|
$7.92 Million
0.07% of portfolio
|
Q3 2024
Added 104.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
85,033
shares
|
$7.82 Million
0.19% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,446
shares
|
$7.77 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
84,348
shares
|
$7.76 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
84,303
shares
|
$7.76 Million
4.91% of portfolio
|
Q4 2025
Added 105.27%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
84,271
shares
|
$7.75 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
84,195
shares
|
$7.75 Million
0.52% of portfolio
|
Q4 2025
Added 78.88%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
83,943
shares
|
$7.72 Million
0.13% of portfolio
|
Q4 2025
Added 113.72%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
83,876
shares
|
$7.72 Million
0.08% of portfolio
|
Q1 2025
Added 68.04%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
83,034
shares
|
$7.64 Million
0.52% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
82,966
shares
|
$7.63 Million
1.62% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
82,835
shares
|
$7.62 Million
0.2% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
82,732
shares
|
$7.61 Million
1.29% of portfolio
|
Q3 2022
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
82,022
shares
|
$7.55 Million
2.87% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
81,492
shares
|
$7.5 Million
2.22% of portfolio
|
Q4 2025
Added 102.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80,894
shares
|
$7.44 Million
0.25% of portfolio
|
Q2 2020
Added 147.31%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
80,451
shares
|
$7.4 Million
0.53% of portfolio
|
Q3 2025
Added 1472.54%
|
|