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 |
|---|---|---|---|---|---|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
74,145
shares
|
$6.82 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
73,620
shares
|
$6.77 Million
0.45% of portfolio
|
Q4 2025
Added 83.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
73,582
shares
|
$6.77 Million
0.26% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
73,572
shares
|
$6.77 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
73,319
shares
|
$6.75 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
73,277
shares
|
$6.74 Million
0.11% of portfolio
|
Q3 2025
Added 49.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
73,239
shares
|
$6.74 Million
0.13% of portfolio
|
Q4 2025
Added 89.68%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
73,001
shares
|
$6.72 Million
3.62% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
72,966
shares
|
$6.71 Million
0.68% of portfolio
|
Q4 2025
Added 93.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
72,528
shares
|
$6.67 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Gw Henssler & Associates LTD
|
Jan 23, 2026 Q3 2025 |
72,292
shares
|
$6.65 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
72,080
shares
|
$6.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 85.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
71,659
shares
|
$6.59 Million
0.07% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
71,160
shares
|
$6.55 Million
1.13% of portfolio
|
Q1 2024
Reduced 59.65%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
70,911
shares
|
$6.53 Million
0.29% of portfolio
|
Q3 2025
Reduced 44.39%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
70,789
shares
|
$6.51 Million
0.35% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
70,692
shares
|
$6.51 Million
0.06% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$6.46 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
70,020
shares
|
$6.44 Million
0.08% of portfolio
|
Q4 2025
Added 84.74%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
69,261
shares
|
$6.37 Million
2.97% of portfolio
|
Q4 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
69,242
shares
|
$6.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 41.44%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
68,982
shares
|
$6.35 Million
0.42% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
68,357
shares
|
$6.29 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
68,003
shares
|
$6.26 Million
0.02% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
67,804
shares
|
$6.24 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.29%
|
|