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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
58,958
shares
|
$5.43 Million
0.22% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
58,090
shares
|
$5.35 Million
0.13% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
57,794
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
57,671
shares
|
$5.31 Million
0.06% of portfolio
|
Q3 2025
Reduced 58.36%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
57,265
shares
|
$5.27 Million
0.29% of portfolio
|
Q4 2025
Added 97.75%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
56,924
shares
|
$5.24 Million
3.02% of portfolio
|
Q4 2025
Added 94.81%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
56,214
shares
|
$5.17 Million
1.99% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
56,124
shares
|
$5.16 Million
0.4% of portfolio
|
Q4 2025
Added 105.56%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,075
shares
|
$5.16 Million
0.13% of portfolio
|
Q4 2023
Reduced 10.52%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
55,980
shares
|
$5.15 Million
1.67% of portfolio
|
Q2 2022
Reduced 26.25%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
55,947
shares
|
$5.15 Million
1.55% of portfolio
|
Q4 2025
Added 86.79%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
55,856
shares
|
$5.14 Million
3.31% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
55,811
shares
|
$5.14 Million
0.9% of portfolio
|
Q4 2025
Added 100.96%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
55,770
shares
|
$5.13 Million
1.04% of portfolio
|
Q4 2025
Added 85.86%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
55,712
shares
|
$5.13 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
55,480
shares
|
$5.11 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
55,405
shares
|
$5.1 Million
1.09% of portfolio
|
Q4 2025
Added 141.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
55,265
shares
|
$5.09 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
54,935
shares
|
$5.06 Million
5.04% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
54,481
shares
|
$5.01 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
54,361
shares
|
$5 Million
2.6% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,204
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
Added 26.29%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
53,977
shares
|
$4.97 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
53,751
shares
|
$4.95 Million
2.44% of portfolio
|
Q3 2025
Added 23.07%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
53,681
shares
|
$4.94 Million
2.31% of portfolio
|
Q3 2025
Added 10.27%
|
|