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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
5,689
shares
|
$523,501
0.03% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,671
shares
|
$521,845
0.01% of portfolio
|
Q3 2025
Reduced 21.18%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
5,664
shares
|
$521,201
0.0% of portfolio
|
Q2 2025
Added 65.47%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
5,650
shares
|
$519,913
0.45% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
5,648
shares
|
$519,728
0.07% of portfolio
|
Q4 2025
Added 82.43%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
5,628
shares
|
$517,888
0.21% of portfolio
|
Q4 2025
Added 101.0%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
5,626
shares
|
$517,704
0.07% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
5,616
shares
|
$516,784
0.0% of portfolio
|
Q4 2025
Added 81.45%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,587
shares
|
$514,115
0.05% of portfolio
|
Q2 2023
Reduced 10.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,582
shares
|
$513,655
0.04% of portfolio
|
Q3 2025
Reduced 44.02%
|
|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
5,577
shares
|
$513,195
0.25% of portfolio
|
Q4 2025
Added 77.33%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
5,572
shares
|
$512,735
0.16% of portfolio
|
Q4 2025
Added 97.94%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
5,568
shares
|
$512,367
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
5,566
shares
|
$512,183
0.02% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
5,560
shares
|
$511,631
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
5,559
shares
|
$511,539
0.24% of portfolio
|
Q4 2025
Added 116.22%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jan 23, 2026 Q4 2025 |
5,557
shares
|
$511,355
0.18% of portfolio
|
Q4 2025
Added 97.97%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
5,555
shares
|
$511,171
0.09% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
5,543
shares
|
$510,066
0.21% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
5,542
shares
|
$509,974
0.05% of portfolio
|
Q4 2025
Added 95.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5,537
shares
|
$509,514
0.16% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,533
shares
|
$509,146
0.07% of portfolio
|
Q4 2025
Added 70.09%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
5,531
shares
|
$508,962
0.09% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
5,506
shares
|
$506,662
0.07% of portfolio
|
Q4 2025
Added 113.25%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
5,465
shares
|
$502,889
0.07% of portfolio
|
Q3 2025
Added 2.07%
|
|