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 |
|---|---|---|---|---|---|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
13,231
shares
|
$1.22 Million
0.3% of portfolio
|
Q4 2025
Added 101.78%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
13,200
shares
|
$1.21 Million
0.73% of portfolio
|
Q4 2025
Added 100.39%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
13,195
shares
|
$1.21 Million
0.28% of portfolio
|
Q4 2025
Added 99.02%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
13,179
shares
|
$1.21 Million
0.82% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,169
shares
|
$1.21 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
13,150
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
13,120
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
13,057
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
13,025
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2025
Added 36.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
12,999
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
12,974
shares
|
$1.19 Million
0.33% of portfolio
|
Q4 2025
Added 91.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
12,922
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2025
Added 109.4%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
12,915
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2025
Reduced 20.37%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
12,908
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2025
Added 105.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,885
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 23.03%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
12,880
shares
|
$1.19 Million
0.36% of portfolio
|
Q4 2025
Added 132.7%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
12,860
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
12,784
shares
|
$1.18 Million
0.73% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
12,727
shares
|
$1.17 Million
0.64% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
12,713
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
12,713
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
12,701
shares
|
$1.17 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
12,680
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
12,653
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2025
Added 99.23%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
12,625
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.94%
|
|