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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
5,449
shares
|
$501,416
0.09% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
5,445
shares
|
$501,048
0.08% of portfolio
|
Q4 2025
Added 90.12%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$500,588
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
5,436
shares
|
$500,220
0.14% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$498,196
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
5,403
shares
|
$497,184
0.12% of portfolio
|
Q4 2025
Added 116.21%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,403
shares
|
$497,184
0.01% of portfolio
|
Q3 2025
Added 50.42%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
5,398
shares
|
$496,723
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
5,397
shares
|
$496,631
0.03% of portfolio
|
Q4 2025
Added 102.67%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,396
shares
|
$496,539
0.02% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$494,883
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
5,364
shares
|
$493,595
0.13% of portfolio
|
Q4 2025
Added 100.07%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 23, 2026 Q4 2025 |
5,359
shares
|
$493,135
0.12% of portfolio
|
Q4 2025
Added 91.67%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
5,349
shares
|
$492,214
0.16% of portfolio
|
Q4 2025
Added 134.91%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
5,344
shares
|
$491,754
0.33% of portfolio
|
Q4 2025
Added 98.15%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
5,333
shares
|
$490,742
0.14% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
5,326
shares
|
$490,098
0.06% of portfolio
|
Q4 2025
Added 113.72%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
5,324
shares
|
$489,914
0.12% of portfolio
|
Q4 2025
Added 72.07%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
5,319
shares
|
$489,454
0.24% of portfolio
|
Q3 2025
Reduced 77.72%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
5,284
shares
|
$486,233
0.05% of portfolio
|
Q4 2025
Reduced 55.92%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
5,282
shares
|
$486,049
0.13% of portfolio
|
Q4 2025
Added 85.92%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
5,275
shares
|
$485,405
0.18% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
5,242
shares
|
$482,368
0.05% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
5,240
shares
|
$482,184
0.19% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
5,220
shares
|
$480,344
0.3% of portfolio
|
Q3 2025
Reduced 4.67%
|
|