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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
16,416
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
16,372
shares
|
$1.51 Million
0.35% of portfolio
|
Q4 2025
Added 92.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
16,360
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.91%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
16,209
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
16,194
shares
|
$1.49 Million
0.74% of portfolio
|
Q4 2025
Added 89.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,127
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
16,125
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2025
Reduced 48.63%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
16,076
shares
|
$1.48 Million
0.67% of portfolio
|
Q4 2025
Added 102.01%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.47 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
16,000
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.47 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
15,975
shares
|
$1.47 Million
0.61% of portfolio
|
Q4 2025
Added 66.75%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
15,960
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
15,951
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2025
Added 213.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
15,941
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
15,824
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
15,804
shares
|
$1.45 Million
0.62% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,798
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
15,778
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
15,771
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
15,729
shares
|
$1.45 Million
0.45% of portfolio
|
Q4 2025
Added 113.07%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
15,724
shares
|
$1.45 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
15,685
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 36.71%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
15,475
shares
|
$1.42 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|