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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
14,549
shares
|
$1.34 Million
0.33% of portfolio
|
Q4 2025
Added 92.12%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
14,538
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
14,521
shares
|
$1.34 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
14,500
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
14,499
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 180.72%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
14,454
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,436
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
14,414
shares
|
$1.33 Million
0.27% of portfolio
|
Q3 2025
Added 61.94%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.32 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
14,350
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
14,304
shares
|
$1.32 Million
0.39% of portfolio
|
Q4 2025
Added 96.56%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
14,297
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.03%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
14,284
shares
|
$1.31 Million
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
14,244
shares
|
$1.31 Million
0.44% of portfolio
|
Q4 2025
Added 98.11%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
14,236
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
14,194
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2025
Added 108.58%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
14,120
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2025
Added 125.27%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
14,029
shares
|
$1.29 Million
1.11% of portfolio
|
Q4 2025
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.29 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
13,949
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2025
Added 10.05%
|
|