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 |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
13,863
shares
|
$1.28 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
13,863
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,850
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
13,799
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2025
Added 96.79%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
13,736
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2025
Added 99.1%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
13,702
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
13,689
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2025
Added 107.53%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
13,635
shares
|
$1.25 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
13,617
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
13,604
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2025
Added 90.05%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
13,595
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
13,590
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2025
Added 101.93%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
13,580
shares
|
$1.25 Million
0.55% of portfolio
|
Q4 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,568
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
13,534
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
13,473
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,463
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 64.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,423
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
13,417
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
13,405
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,394
shares
|
$1.23 Million
0.45% of portfolio
|
Q3 2025
Added 67.53%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
13,342
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
13,278
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
13,268
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
13,250
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.01%
|
|