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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
28,873
shares
|
$2.66 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
28,759
shares
|
$2.65 Million
0.32% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
28,712
shares
|
$2.64 Million
0.18% of portfolio
|
Q4 2025
Added 95.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
28,547
shares
|
$2.63 Million
0.13% of portfolio
|
Q4 2025
Added 87.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
28,492
shares
|
$2.62 Million
1.47% of portfolio
|
Q4 2022
Added 16.94%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
28,432
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
28,424
shares
|
$2.62 Million
0.14% of portfolio
|
Q3 2025
Reduced 56.12%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
28,393
shares
|
$2.61 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
28,325
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
27,810
shares
|
$2.56 Million
0.37% of portfolio
|
Q4 2025
Added 81.16%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
27,775
shares
|
$2.56 Million
0.79% of portfolio
|
Q3 2025
Reduced 41.86%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
27,700
shares
|
$2.55 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
27,500
shares
|
$2.53 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
27,285
shares
|
$2.51 Million
0.19% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
27,188
shares
|
$2.5 Million
1.48% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
27,122
shares
|
$2.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
27,070
shares
|
$2.49 Million
0.36% of portfolio
|
Q4 2025
Added 99.68%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
27,039
shares
|
$2.49 Million
0.18% of portfolio
|
Q3 2025
Added 70.78%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
27,026
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 20, 2026 Q4 2025 |
26,985
shares
|
$2.48 Million
0.27% of portfolio
|
Q4 2025
Added 102.88%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
26,957
shares
|
$2.48 Million
0.33% of portfolio
|
Q4 2025
Added 95.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
26,912
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 39.39%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
26,848
shares
|
$2.47 Million
0.06% of portfolio
|
Q1 2023
Added 3.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
26,804
shares
|
$2.47 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
26,780
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Added 168.47%
|
|