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 |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
18,676
shares
|
$1.72 Million
0.2% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
18,666
shares
|
$1.72 Million
0.32% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
18,651
shares
|
$1.72 Million
0.19% of portfolio
|
Q4 2025
Added 103.84%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.71 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
18,509
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
18,446
shares
|
$1.7 Million
0.53% of portfolio
|
Q3 2025
Added 145.42%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
18,381
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
18,370
shares
|
$1.69 Million
1.16% of portfolio
|
Q4 2025
Added 117.96%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
18,345
shares
|
$1.69 Million
0.3% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.68 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
18,154
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
18,048
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
18,021
shares
|
$1.66 Million
0.42% of portfolio
|
Q4 2025
Added 96.03%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
18,009
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
17,989
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2025
Added 100.61%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
17,970
shares
|
$1.65 Million
1.75% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
17,941
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
17,895
shares
|
$1.65 Million
0.91% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
17,859
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
17,826
shares
|
$1.64 Million
0.31% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
17,806
shares
|
$1.64 Million
0.58% of portfolio
|
Q4 2025
Added 103.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
17,620
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
17,596
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2025
Added 84.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
17,578
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.71%
|
|