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 |
|---|---|---|---|---|---|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jan 23, 2026 Q4 2025 |
6,317
shares
|
$581,290
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,314
shares
|
$581,014
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$580,462
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
6,296
shares
|
$579,357
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$579,265
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
6,291
shares
|
$578,897
0.05% of portfolio
|
Q4 2025
Added 94.71%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,288
shares
|
$578,621
0.39% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
6,272
shares
|
$577,149
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
6,252
shares
|
$575,309
0.02% of portfolio
|
Q4 2025
Added 93.8%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
6,249
shares
|
$575,032
0.06% of portfolio
|
Q4 2025
Added 93.71%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
6,205
shares
|
$570,984
0.43% of portfolio
|
Q3 2025
Added 58.9%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
6,204
shares
|
$570,892
0.07% of portfolio
|
Q4 2025
Added 87.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
6,201
shares
|
$570,616
0.16% of portfolio
|
Q3 2025
Reduced 67.71%
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
6,187
shares
|
$569,327
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
6,185
shares
|
$569,143
0.09% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Jan 21, 2026 Q4 2025 |
6,178
shares
|
$568,499
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
6,136
shares
|
$564,634
0.09% of portfolio
|
Q4 2025
Added 73.48%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
6,125
shares
|
$563,622
0.0% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,122
shares
|
$563,346
0.41% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,106
shares
|
$561,874
0.1% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
6,104
shares
|
$561,690
0.04% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
6,066
shares
|
$558,193
0.05% of portfolio
|
Q4 2025
Added 21.32%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,059
shares
|
$557,549
0.29% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,054
shares
|
$557,089
0.02% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,038
shares
|
$555,616
0.07% of portfolio
|
Q3 2025
Reduced 16.21%
|
|