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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8,823
shares
|
$811,892
0.12% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
8,782
shares
|
$808,119
0.08% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
8,778
shares
|
$807,751
0.07% of portfolio
|
Q4 2025
Added 101.1%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
8,759
shares
|
$806,003
0.25% of portfolio
|
Q3 2025
Added 58.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
8,696
shares
|
$800,205
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
8,693
shares
|
$799,929
0.29% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
8,678
shares
|
$798,549
0.01% of portfolio
|
Q4 2025
Added 93.97%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
8,610
shares
|
$792,292
0.1% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
8,601
shares
|
$791,464
0.1% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
8,601
shares
|
$791,464
0.17% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,593
shares
|
$790,727
0.05% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
8,593
shares
|
$790,727
0.12% of portfolio
|
Q4 2025
Added 82.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,570
shares
|
$788,611
0.05% of portfolio
|
Q3 2025
Added 441.72%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
8,550
shares
|
$786,771
0.31% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
8,518
shares
|
$783,826
0.16% of portfolio
|
Q4 2025
Added 103.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,517
shares
|
$783,734
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
8,500
shares
|
$782,170
0.06% of portfolio
|
Q3 2025
Added 54.55%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
8,473
shares
|
$779,685
0.05% of portfolio
|
Q4 2025
Added 45.91%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,469
shares
|
$779,317
0.12% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8,450
shares
|
$777,569
0.08% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,421
shares
|
$774,900
0.09% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,399
shares
|
$772,875
0.02% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
8,384
shares
|
$771,495
0.32% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
8,378
shares
|
$770,943
0.33% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
8,377
shares
|
$770,851
0.11% of portfolio
|
Q3 2025
Reduced 7.15%
|
|