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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,334
shares
|
$858,914
0.05% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
9,330
shares
|
$858,546
0.48% of portfolio
|
Q4 2025
Added 86.79%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
9,273
shares
|
$853,301
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$848,792
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
9,195
shares
|
$846,123
0.4% of portfolio
|
Q4 2025
Added 99.16%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
9,150
shares
|
$841,983
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
9,140
shares
|
$841,062
0.2% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
9,133
shares
|
$840,418
0.06% of portfolio
|
Q4 2025
Added 105.88%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$840,234
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
9,120
shares
|
$839,222
0.12% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,118
shares
|
$839,038
0.14% of portfolio
|
Q4 2025
Added 73.87%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
9,085
shares
|
$836,001
0.7% of portfolio
|
Q3 2025
Added 2176.94%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,051
shares
|
$832,873
0.02% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
9,050
shares
|
$832,781
0.0% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
9,040
shares
|
$831,860
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,024
shares
|
$830,388
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
8,979
shares
|
$826,247
0.51% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
8,952
shares
|
$823,763
0.07% of portfolio
|
Q4 2025
Added 101.71%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
8,948
shares
|
$823,394
0.24% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,912
shares
|
$820,082
0.46% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
8,907
shares
|
$819,622
0.43% of portfolio
|
Q3 2025
Added 28.96%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
8,879
shares
|
$817,045
0.07% of portfolio
|
Q4 2025
Added 99.57%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,879
shares
|
$817,045
0.07% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8,863
shares
|
$815,573
0.08% of portfolio
|
Q2 2025
Added 98.37%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
8,842
shares
|
$813,640
0.04% of portfolio
|
Q3 2025
Reduced 2.32%
|
|