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 |
|---|---|---|---|---|---|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
43,205
shares
|
$3.98 Million
1.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
43,097
shares
|
$3.97 Million
1.01% of portfolio
|
Q4 2025
Added 98.25%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
43,024
shares
|
$3.96 Million
0.42% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
42,696
shares
|
$3.93 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
42,662
shares
|
$3.93 Million
1.85% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
42,598
shares
|
$3.92 Million
1.99% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
42,275
shares
|
$3.89 Million
0.91% of portfolio
|
Q4 2025
Added 106.9%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
42,135
shares
|
$3.88 Million
2.82% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
42,110
shares
|
$3.87 Million
0.33% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
41,903
shares
|
$3.86 Million
0.91% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
41,773
shares
|
$3.84 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
41,714
shares
|
$3.84 Million
2.67% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 20, 2026 Q4 2025 |
41,674
shares
|
$3.83 Million
0.82% of portfolio
|
Q4 2025
Added 35.98%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 21, 2026 Q4 2025 |
41,482
shares
|
$3.82 Million
3.06% of portfolio
|
Q4 2025
Added 287.28%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
41,470
shares
|
$3.82 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
41,417
shares
|
$3.81 Million
1.07% of portfolio
|
Q4 2025
Added 107.07%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
41,416
shares
|
$3.81 Million
0.77% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
41,291
shares
|
$3.8 Million
0.02% of portfolio
|
Q4 2025
Added 85.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,165
shares
|
$3.79 Million
0.11% of portfolio
|
Q3 2025
Reduced 27.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
41,156
shares
|
$3.79 Million
0.22% of portfolio
|
Q4 2025
Added 78.43%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.77 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
40,967
shares
|
$3.77 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
40,948
shares
|
$3.77 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
40,925
shares
|
$3.77 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
40,534
shares
|
$3.73 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.47%
|
|