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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
80,381
shares
|
$7.4 Million
0.18% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
80,317
shares
|
$7.39 Million
0.69% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
80,289
shares
|
$7.39 Million
3.1% of portfolio
|
Q4 2025
Added 97.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
79,278
shares
|
$7.3 Million
0.29% of portfolio
|
Q4 2025
Added 37.2%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
79,254
shares
|
$7.29 Million
2.63% of portfolio
|
Q4 2025
Added 83.25%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
78,713
shares
|
$7.24 Million
1.38% of portfolio
|
Q4 2025
Added 101.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
78,367
shares
|
$7.21 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
78,204
shares
|
$7.2 Million
0.24% of portfolio
|
Q4 2025
Added 70.57%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
77,961
shares
|
$7.17 Million
2.27% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
77,662
shares
|
$7.15 Million
0.62% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
77,484
shares
|
$7.13 Million
0.57% of portfolio
|
Q4 2025
Added 89.8%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
77,397
shares
|
$7.12 Million
3.44% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
77,370
shares
|
$7.12 Million
1.2% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
77,302
shares
|
$7.11 Million
0.03% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
77,262
shares
|
$7.11 Million
1.68% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
76,880
shares
|
$7.07 Million
0.54% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
76,701
shares
|
$7.06 Million
0.01% of portfolio
|
Q3 2025
Added 143.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
76,616
shares
|
$7.05 Million
0.09% of portfolio
|
Q4 2025
Added 102.62%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
76,565
shares
|
$7.05 Million
0.55% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
76,097
shares
|
$7 Million
0.86% of portfolio
|
Q3 2025
Reduced 45.7%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
75,972
shares
|
$6.99 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
75,170
shares
|
$6.92 Million
0.16% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
74,835
shares
|
$6.89 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
74,504
shares
|
$6.86 Million
0.24% of portfolio
|
Q4 2025
Added 89.71%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
74,336
shares
|
$6.84 Million
0.29% of portfolio
|
Q2 2025
Reduced 53.48%
|
|