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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
7,045
shares
|
$648,280
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
6,984
shares
|
$642,667
0.01% of portfolio
|
Q4 2025
Added 108.35%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,974
shares
|
$641,747
0.17% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,953
shares
|
$639,815
0.07% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,943
shares
|
$638,894
0.28% of portfolio
|
Q3 2023
Added 9.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,942
shares
|
$638,802
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
6,910
shares
|
$635,858
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
6,900
shares
|
$634,938
0.1% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$634,477
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
6,892
shares
|
$634,201
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,882
shares
|
$633,281
0.02% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
6,876
shares
|
$632,729
0.38% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
6,864
shares
|
$631,625
0.12% of portfolio
|
Q4 2025
Added 170.34%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,835
shares
|
$628,956
0.04% of portfolio
|
Q4 2025
Added 100.56%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
6,819
shares
|
$627,484
0.14% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
6,815
shares
|
$627,116
0.1% of portfolio
|
Q4 2025
Added 51.65%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,808
shares
|
$626,472
0.08% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
6,803
shares
|
$626,012
0.08% of portfolio
|
Q4 2025
Added 101.15%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,795
shares
|
$625,275
0.59% of portfolio
|
Q4 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,792
shares
|
$624,999
0.02% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
6,785
shares
|
$624,355
0.02% of portfolio
|
Q3 2025
Reduced 73.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
6,785
shares
|
$624,355
0.0% of portfolio
|
Q3 2025
Reduced 85.61%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,741
shares
|
$620,306
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
6,724
shares
|
$618,742
0.07% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
6,708
shares
|
$617,270
0.03% of portfolio
|
Q3 2025
Reduced 7.76%
|
|