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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,482
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 55.12%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
17,307
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
17,304
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2025
Added 369.45%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,274
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 136.76%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
17,257
shares
|
$1.59 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
17,194
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
17,193
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
17,068
shares
|
$1.57 Million
0.61% of portfolio
|
Q4 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
17,027
shares
|
$1.57 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.57 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,980
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
16,916
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
16,891
shares
|
$1.55 Million
0.51% of portfolio
|
Q4 2025
Added 98.72%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
16,884
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
16,877
shares
|
$1.55 Million
0.46% of portfolio
|
Q4 2025
Added 102.05%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
16,753
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
16,699
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 90.43%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
16,678
shares
|
$1.53 Million
1.22% of portfolio
|
Q4 2025
Added 74.46%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
16,669
shares
|
$1.53 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
16,625
shares
|
$1.53 Million
0.46% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
16,567
shares
|
$1.52 Million
0.42% of portfolio
|
Q4 2025
Added 99.7%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,531
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.97%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
16,471
shares
|
$1.52 Million
0.67% of portfolio
|
Q3 2025
Added 187.1%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
16,460
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
16,428
shares
|
$1.51 Million
0.85% of portfolio
|
Q3 2025
Added 4.52%
|
|