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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,399
shares
|
$680,855
0.05% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
7,398
shares
|
$680,763
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$679,107
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
7,347
shares
|
$676,070
0.03% of portfolio
|
Q4 2025
Added 99.38%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
7,346
shares
|
$675,978
0.15% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,346
shares
|
$675,978
0.07% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,341
shares
|
$675,518
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
7,305
shares
|
$672,206
0.11% of portfolio
|
Q4 2025
Reduced 94.85%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
7,304
shares
|
$672,114
0.26% of portfolio
|
Q3 2025
Added 434.7%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,288
shares
|
$670,641
0.05% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
7,273
shares
|
$669,261
0.04% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
7,271
shares
|
$669,077
0.09% of portfolio
|
Q4 2025
Added 50.73%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
7,266
shares
|
$668,617
0.28% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
7,254
shares
|
$667,513
0.08% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
7,224
shares
|
$664,752
0.2% of portfolio
|
Q4 2025
Added 90.51%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$664,476
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
7,215
shares
|
$663,924
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
7,187
shares
|
$661,347
0.32% of portfolio
|
Q4 2025
Added 128.81%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,170
shares
|
$659,783
0.08% of portfolio
|
Q4 2025
Added 87.99%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
7,160
shares
|
$658,863
0.01% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,149
shares
|
$657,850
0.13% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,135
shares
|
$656,562
0.18% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
7,115
shares
|
$654,722
0.29% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
7,055
shares
|
$649,201
0.22% of portfolio
|
Q4 2025
Added 100.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$648,464
0.29% of portfolio
|
Q1 2023
Added 126.74%
|
|