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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
11,569
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2025
Added 99.81%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
11,544
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2025
Added 148.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
11,526
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
11,469
shares
|
$1.06 Million
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,464
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
11,438
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
11,424
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2025
Added 100.18%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,401
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
11,375
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,361
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
11,337
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
11,322
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2025
Added 77.82%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
11,316
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2025
Reduced 28.08%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
11,312
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2025
Added 119.01%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
11,308
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2025
Added 101.86%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
11,232
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
11,197
shares
|
$1.03 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,192
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
11,102
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
11,044
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2025
Added 100.58%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
11,041
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2025
Reduced 41.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
11,002
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|