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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
40,511
shares
|
$3.73 Million
0.47% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
40,510
shares
|
$3.73 Million
1.51% of portfolio
|
Q4 2025
Added 108.85%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
40,492
shares
|
$3.73 Million
0.16% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
40,213
shares
|
$3.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
39,757
shares
|
$3.66 Million
0.85% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
39,344
shares
|
$3.62 Million
0.06% of portfolio
|
Q4 2025
Added 233.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
39,273
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
39,192
shares
|
$3.61 Million
0.77% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
39,086
shares
|
$3.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
39,038
shares
|
$3.59 Million
0.44% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
39,019
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
38,988
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2025
Added 22.55%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
38,988
shares
|
$3.59 Million
2.17% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
38,814
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Added 29.91%
|
|
|
E&G Advisors, LP
|
Jan 23, 2026 Q4 2025 |
38,584
shares
|
$3.55 Million
0.83% of portfolio
|
Q4 2025
Added 99.53%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
38,507
shares
|
$3.54 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
38,496
shares
|
$3.54 Million
0.23% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
38,489
shares
|
$3.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
38,436
shares
|
$3.54 Million
1.22% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,406
shares
|
$3.53 Million
0.06% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
38,058
shares
|
$3.5 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
37,858
shares
|
$3.48 Million
2.34% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
37,609
shares
|
$3.46 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
37,528
shares
|
$3.45 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,500
shares
|
$3.45 Million
0.29% of portfolio
|
Q4 2020
New holding
|
|