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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,975
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,918
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,917
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
10,900
shares
|
$1 Million
0.09% of portfolio
|
Q4 2025
Added 99.89%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,885
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
10,884
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,841
shares
|
$997,588
0.27% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 15, 2026 Q4 2025 |
10,835
shares
|
$997,036
0.33% of portfolio
|
Q4 2025
Added 100.2%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
10,826
shares
|
$996,208
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
10,788
shares
|
$992,711
0.25% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,752
shares
|
$989,399
0.12% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
10,749
shares
|
$989,122
0.02% of portfolio
|
Q4 2025
Added 40.4%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
10,729
shares
|
$987,282
0.08% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
10,693
shares
|
$983,969
0.11% of portfolio
|
Q4 2025
Added 92.32%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10,682
shares
|
$982,957
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
10,678
shares
|
$982,589
0.01% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
10,669
shares
|
$981,761
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
10,633
shares
|
$978,448
0.29% of portfolio
|
Q4 2025
Added 101.69%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
10,614
shares
|
$976,700
0.02% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,588
shares
|
$974,307
0.22% of portfolio
|
Q4 2025
Added 94.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
10,564
shares
|
$972,099
0.07% of portfolio
|
Q4 2025
Added 38.89%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
10,547
shares
|
$970,534
0.76% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,530
shares
|
$968,970
0.16% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
10,501
shares
|
$966,302
0.29% of portfolio
|
Q4 2025
Added 92.04%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
10,449
shares
|
$961,516
0.03% of portfolio
|
Q4 2025
Added 93.21%
|
|