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 |
|---|---|---|---|---|---|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
6,700
shares
|
$616,534
0.3% of portfolio
|
Q3 2025
Added 605.26%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
6,698
shares
|
$616,349
0.24% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
6,692
shares
|
$615,797
0.02% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,684
shares
|
$615,061
0.38% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$613,037
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
6,660
shares
|
$612,853
0.08% of portfolio
|
Q4 2025
Added 104.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
6,623
shares
|
$609,448
0.06% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Frg Family Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
6,600
shares
|
$607,332
0.1% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
6,566
shares
|
$604,203
0.2% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
6,554
shares
|
$603,099
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
6,550
shares
|
$602,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,546
shares
|
$602,362
0.3% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,535
shares
|
$601,350
0.13% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
6,533
shares
|
$601,166
0.1% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
6,531
shares
|
$600,982
0.18% of portfolio
|
Q4 2025
Added 127.48%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,512
shares
|
$599,234
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
6,512
shares
|
$599,234
0.12% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
6,461
shares
|
$594,541
0.06% of portfolio
|
Q4 2025
Added 84.97%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
6,457
shares
|
$594,173
0.23% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,430
shares
|
$591,688
0.04% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
6,420
shares
|
$590,768
0.15% of portfolio
|
Q4 2025
Added 87.45%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
6,416
shares
|
$590,400
0.02% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
6,405
shares
|
$589,388
0.02% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
6,399
shares
|
$588,835
0.18% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
6,331
shares
|
$582,578
0.07% of portfolio
|
Q3 2025
Added 8.31%
|
|