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 |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
37,455
shares
|
$3.45 Million
0.88% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
37,224
shares
|
$3.43 Million
7.04% of portfolio
|
Q4 2023
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
37,219
shares
|
$3.42 Million
0.03% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
37,116
shares
|
$3.42 Million
0.55% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
37,072
shares
|
$3.41 Million
1.03% of portfolio
|
Q4 2025
Added 102.61%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
36,764
shares
|
$3.38 Million
1.63% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
36,716
shares
|
$3.38 Million
0.3% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,579
shares
|
$3.37 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
36,500
shares
|
$3.36 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
36,458
shares
|
$3.35 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
36,394
shares
|
$3.35 Million
1.12% of portfolio
|
Q4 2025
Added 104.0%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
36,247
shares
|
$3.34 Million
0.84% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,933
shares
|
$3.31 Million
0.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$3.3 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
35,861
shares
|
$3.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
35,782
shares
|
$3.29 Million
1.15% of portfolio
|
Q4 2025
Added 121.34%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
35,744
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
35,594
shares
|
$3.28 Million
2.17% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
35,508
shares
|
$3.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3.25 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
35,326
shares
|
$3.25 Million
1.05% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
35,306
shares
|
$3.25 Million
0.05% of portfolio
|
Q3 2025
Added 314.73%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
35,265
shares
|
$3.25 Million
0.27% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
35,161
shares
|
$3.24 Million
0.64% of portfolio
|
Q3 2025
Added 38.83%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
35,113
shares
|
$3.23 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.23%
|
|