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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
26,714
shares
|
$2.46 Million
0.12% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,630
shares
|
$2.45 Million
0.35% of portfolio
|
Q2 2023
Added 11478.26%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
26,584
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
26,522
shares
|
$2.44 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
26,520
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
26,516
shares
|
$2.44 Million
0.3% of portfolio
|
Q4 2025
Added 62.24%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
26,420
shares
|
$2.43 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
26,397
shares
|
$2.43 Million
0.21% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
26,282
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2025
Added 66.47%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
26,266
shares
|
$2.42 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
26,044
shares
|
$2.4 Million
0.11% of portfolio
|
Q4 2024
Added 92.05%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
26,031
shares
|
$2.4 Million
0.18% of portfolio
|
Q4 2025
Added 117.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.39 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
25,936
shares
|
$2.39 Million
1.44% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
25,869
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
25,779
shares
|
$2.37 Million
0.65% of portfolio
|
Q4 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.36 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
25,668
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2025
Added 94.75%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
25,576
shares
|
$2.35 Million
0.06% of portfolio
|
Q4 2025
Added 105.81%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.35 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
25,445
shares
|
$2.34 Million
0.52% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
25,400
shares
|
$2.34 Million
2.2% of portfolio
|
Q3 2025
Added 303.17%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
25,336
shares
|
$2.33 Million
0.55% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
25,244
shares
|
$2.32 Million
0.09% of portfolio
|
Q4 2025
Added 103.94%
|
|