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 |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
19,854
shares
|
$1.83 Million
0.59% of portfolio
|
Q4 2025
Added 98.84%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,775
shares
|
$1.82 Million
0.29% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
19,619
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
19,584
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.8 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
19,478
shares
|
$1.79 Million
0.18% of portfolio
|
Q4 2025
Added 106.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
19,389
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Added 63.92%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
19,327
shares
|
$1.78 Million
0.41% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
19,303
shares
|
$1.78 Million
0.42% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
19,265
shares
|
$1.77 Million
0.09% of portfolio
|
Q4 2025
Added 97.45%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
19,223
shares
|
$1.77 Million
0.46% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,206
shares
|
$1.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.77 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
19,185
shares
|
$1.77 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,175
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
19,149
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
19,147
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.76 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
19,042
shares
|
$1.75 Million
0.1% of portfolio
|
Q4 2025
Added 96.69%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
18,958
shares
|
$1.74 Million
0.58% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
18,954
shares
|
$1.74 Million
0.89% of portfolio
|
Q4 2025
Added 95.83%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
18,859
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
18,850
shares
|
$1.73 Million
0.18% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.73 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
18,720
shares
|
$1.72 Million
0.64% of portfolio
|
Q4 2025
Added 95.26%
|
|