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 |
|---|---|---|---|---|---|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
8,001
shares
|
$736,252
0.19% of portfolio
|
Q3 2025
Added 115.14%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$736,160
0.33% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
7,999
shares
|
$736,067
0.25% of portfolio
|
Q4 2025
Added 107.23%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
7,998
shares
|
$735,975
0.24% of portfolio
|
Q4 2025
Added 100.05%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
7,977
shares
|
$734,043
0.26% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
7,976
shares
|
$733,951
0.63% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,973
shares
|
$733,675
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
7,956
shares
|
$732,111
0.31% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,945
shares
|
$731,098
0.18% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
7,919
shares
|
$728,706
0.05% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
7,909
shares
|
$727,786
0.27% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
7,896
shares
|
$726,589
0.07% of portfolio
|
Q4 2025
Added 109.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$726,129
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
7,885
shares
|
$725,577
0.46% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
7,865
shares
|
$723,737
0.21% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,843
shares
|
$721,712
0.13% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
7,811
shares
|
$718,768
0.05% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,803
shares
|
$718,032
0.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
7,791
shares
|
$716,927
0.86% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,746
shares
|
$712,786
0.21% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
7,730
shares
|
$711,314
0.47% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
7,715
shares
|
$709,934
0.21% of portfolio
|
Q4 2025
Added 117.69%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,692
shares
|
$707,817
0.03% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
7,661
shares
|
$704,965
0.29% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
7,658
shares
|
$704,689
0.01% of portfolio
|
Q4 2025
Added 94.46%
|
|