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 2,127 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
262,468
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
262,441
shares
|
$24.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
260,201
shares
|
$23.9 Million
0.44% of portfolio
|
Q4 2025
Added 114.17%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
258,654
shares
|
$23.8 Million
0.21% of portfolio
|
Q4 2025
Added 385950.75%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
257,500
shares
|
$23.7 Million
7.61% of portfolio
|
Q4 2025
Added 88.84%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
255,632
shares
|
$23.5 Million
1.6% of portfolio
|
Q4 2025
Added 101.45%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
250,633
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2025
Added 19.49%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
249,003
shares
|
$22.9 Million
2.52% of portfolio
|
Q4 2025
Added 130.68%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
248,839
shares
|
$22.9 Million
0.02% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Granger Management LLC
|
Nov 13, 2025 Q3 2025 |
248,473
shares
|
$22.9 Million
6.49% of portfolio
|
Q3 2025
Added 30.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
245,936
shares
|
$22.6 Million
0.02% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
237,894
shares
|
$21.9 Million
2.95% of portfolio
|
Q3 2025
Added 357.88%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
227,903
shares
|
$21 Million
0.78% of portfolio
|
Q3 2025
Added 1167.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
227,386
shares
|
$20.9 Million
1.96% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
222,951
shares
|
$20.5 Million
5.32% of portfolio
|
Q4 2025
Added 116.83%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
215,701
shares
|
$19.8 Million
2.0% of portfolio
|
Q3 2025
Added 2116.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
213,902
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$19.5 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
211,892
shares
|
$19.5 Million
0.14% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
209,919
shares
|
$19.3 Million
1.11% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
206,378
shares
|
$19 Million
0.99% of portfolio
|
Q4 2025
Added 98.92%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
204,465
shares
|
$18.8 Million
5.38% of portfolio
|
Q4 2025
Added 100.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
204,376
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
204,134
shares
|
$18.8 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2025 Q3 2025 |
202,300
shares
|
$18.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.12%
|
|