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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
15,464
shares
|
$1.42 Million
0.49% of portfolio
|
Q4 2025
Added 727.39%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.42 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,425
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,288
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2025
Added 114.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
15,260
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
15,200
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2025
Added 67.81%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
15,103
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Reduced 40.5%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,087
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
15,044
shares
|
$1.38 Million
0.8% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
15,000
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
14,869
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,805
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
14,805
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
14,770
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2025
Added 67.31%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
14,768
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
14,756
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2025
Added 109.96%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
14,750
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,735
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
14,677
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
14,662
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
14,659
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2025
Added 92.38%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
14,649
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2025
Added 100.78%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
14,624
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2025
Added 131.36%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
14,613
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,579
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.47%
|
|