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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
47,270
shares
|
$4.35 Million
0.06% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
47,235
shares
|
$4.35 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
47,075
shares
|
$4.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
46,897
shares
|
$4.32 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
46,719
shares
|
$4.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
46,709
shares
|
$4.3 Million
1.44% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
46,600
shares
|
$4.29 Million
0.35% of portfolio
|
Q4 2025
Added 104.17%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
46,027
shares
|
$4.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
45,797
shares
|
$4.21 Million
0.03% of portfolio
|
Q3 2025
Added 9059.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
45,589
shares
|
$4.2 Million
0.11% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
44,972
shares
|
$4.14 Million
0.37% of portfolio
|
Q4 2025
Added 97.14%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
44,961
shares
|
$4.14 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
44,923
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$4.11 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
44,555
shares
|
$4.1 Million
0.53% of portfolio
|
Q3 2025
Reduced 46.12%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
44,515
shares
|
$4.1 Million
0.46% of portfolio
|
Q4 2025
Added 94.07%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$4.08 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
44,361
shares
|
$4.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
44,340
shares
|
$4.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
44,306
shares
|
$4.08 Million
1.45% of portfolio
|
Q4 2025
Added 107.69%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
44,264
shares
|
$4.07 Million
1.59% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
44,141
shares
|
$4.06 Million
0.68% of portfolio
|
Q3 2025
Added 85.09%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 23, 2026 Q4 2025 |
43,974
shares
|
$4.05 Million
1.19% of portfolio
|
Q4 2025
Added 111.5%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$4.02 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|