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 |
|---|---|---|---|---|---|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
35,080
shares
|
$3.23 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
34,800
shares
|
$3.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 57.61%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
34,518
shares
|
$3.18 Million
0.55% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
34,452
shares
|
$3.17 Million
0.14% of portfolio
|
Q4 2025
Added 105.3%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$3.17 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$3.16 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
34,368
shares
|
$3.16 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
34,294
shares
|
$3.16 Million
0.37% of portfolio
|
Q4 2025
Added 4.25%
|
|
|
First American Bank
Dundee, IL |
Jan 20, 2026 Q4 2025 |
34,134
shares
|
$3.14 Million
0.09% of portfolio
|
Q4 2025
Added 94.13%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
34,012
shares
|
$3.13 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
34,004
shares
|
$3.13 Million
0.13% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
33,959
shares
|
$3.12 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
33,696
shares
|
$3.1 Million
0.54% of portfolio
|
Q4 2025
Added 101.46%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
33,576
shares
|
$3.09 Million
0.57% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
33,503
shares
|
$3.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
33,448
shares
|
$3.08 Million
0.09% of portfolio
|
Q4 2025
Added 100.19%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
33,318
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
33,214
shares
|
$3.06 Million
2.96% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
33,200
shares
|
$3.06 Million
0.47% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
33,199
shares
|
$3.05 Million
0.15% of portfolio
|
Q4 2025
Added 99.81%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
33,027
shares
|
$3.04 Million
0.2% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
32,809
shares
|
$3.02 Million
0.61% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
32,700
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
32,612
shares
|
$3 Million
0.26% of portfolio
|
Q4 2025
Added 102.26%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
32,588
shares
|
$3 Million
0.21% of portfolio
|
Q3 2025
Added 46.38%
|
|