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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
53,273
shares
|
$4.9 Million
0.29% of portfolio
|
Q3 2025
Added 372.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
53,139
shares
|
$4.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
52,718
shares
|
$4.85 Million
0.34% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
52,602
shares
|
$4.84 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
52,399
shares
|
$4.82 Million
1.11% of portfolio
|
Q4 2025
Added 103.79%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
52,223
shares
|
$4.81 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 20, 2026 Q4 2025 |
52,046
shares
|
$4.79 Million
2.38% of portfolio
|
Q4 2025
Added 95.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
51,949
shares
|
$4.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
51,850
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
51,810
shares
|
$4.77 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
51,751
shares
|
$4.76 Million
1.64% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
51,584
shares
|
$4.75 Million
1.2% of portfolio
|
Q1 2023
Added 4.9%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
51,147
shares
|
$4.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
50,991
shares
|
$4.69 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
50,727
shares
|
$4.67 Million
0.13% of portfolio
|
Q3 2025
Added 28.58%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
50,403
shares
|
$4.64 Million
0.09% of portfolio
|
Q4 2025
Added 145.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
50,395
shares
|
$4.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
50,311
shares
|
$4.63 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
50,076
shares
|
$4.61 Million
1.94% of portfolio
|
Q4 2025
Added 122.2%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
50,000
shares
|
$4.6 Million
5.15% of portfolio
|
Q3 2023
Added 941.67%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
49,874
shares
|
$4.59 Million
0.59% of portfolio
|
Q4 2025
Added 98.8%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
49,552
shares
|
$4.56 Million
0.9% of portfolio
|
Q4 2025
Added 107.57%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 20, 2026 Q4 2025 |
49,409
shares
|
$4.55 Million
1.69% of portfolio
|
Q4 2025
Added 93.53%
|
|
|
Arta Finance Wealth Management LLC
Mountain View, CA |
Jan 20, 2026 Q4 2025 |
49,363
shares
|
$4.54 Million
1.13% of portfolio
|
Q4 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,797
shares
|
$4.4 Million
0.62% of portfolio
|
Q3 2022
Added 254.31%
|
|