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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
32,559
shares
|
$3 Million
1.48% of portfolio
|
Q4 2025
Added 92.84%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
32,556
shares
|
$3 Million
0.39% of portfolio
|
Q4 2025
Added 55.9%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
32,518
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
32,465
shares
|
$2.99 Million
1.28% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
32,454
shares
|
$2.99 Million
0.36% of portfolio
|
Q4 2025
Added 689.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
32,350
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,234
shares
|
$2.97 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
32,187
shares
|
$2.96 Million
0.62% of portfolio
|
Q4 2025
Added 69.75%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
32,089
shares
|
$2.95 Million
0.61% of portfolio
|
Q4 2025
Added 75.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
31,995
shares
|
$2.94 Million
0.1% of portfolio
|
Q4 2025
Added 98.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
31,958
shares
|
$2.94 Million
0.3% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
31,867
shares
|
$2.93 Million
3.23% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31,857
shares
|
$2.93 Million
0.98% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
31,725
shares
|
$2.92 Million
0.11% of portfolio
|
Q4 2025
Added 492.66%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
31,594
shares
|
$2.91 Million
2.48% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
31,536
shares
|
$2.9 Million
2.05% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,453
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
31,403
shares
|
$2.89 Million
1.03% of portfolio
|
Q3 2025
Added 94.7%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
31,280
shares
|
$2.88 Million
0.36% of portfolio
|
Q1 2025
Added 483.58%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
31,259
shares
|
$2.88 Million
0.76% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
31,252
shares
|
$2.88 Million
0.46% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
31,196
shares
|
$2.87 Million
0.79% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
31,045
shares
|
$2.86 Million
1.03% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
31,044
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
30,999
shares
|
$2.85 Million
0.27% of portfolio
|
Q3 2025
Reduced 16.47%
|
|