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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,644
shares
|
$703,400
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
7,638
shares
|
$702,848
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$702,848
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
7,634
shares
|
$702,480
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
7,622
shares
|
$701,376
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$700,548
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
7,607
shares
|
$699,996
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
7,601
shares
|
$699,444
0.24% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,586
shares
|
$698,063
0.02% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
7,575
shares
|
$697,051
0.13% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
7,571
shares
|
$696,683
0.72% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
7,570
shares
|
$696,591
0.37% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,541
shares
|
$693,922
0.33% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
7,534
shares
|
$693,278
0.16% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
7,534
shares
|
$693,278
0.12% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$691,898
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
7,518
shares
|
$691,806
0.21% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
7,474
shares
|
$687,757
0.07% of portfolio
|
Q3 2025
Added 106.29%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,473
shares
|
$687,665
0.0% of portfolio
|
Q3 2025
Reduced 49.2%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,455
shares
|
$686,009
0.0% of portfolio
|
Q3 2025
Reduced 91.51%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
7,452
shares
|
$685,733
0.11% of portfolio
|
Q4 2025
Added 98.4%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,450
shares
|
$685,549
0.01% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$684,720
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
7,407
shares
|
$681,592
0.08% of portfolio
|
Q2 2025
Added 170.13%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
7,400
shares
|
$680,948
0.92% of portfolio
|
Q3 2025
Reduced 87.29%
|
|