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 |
|---|---|---|---|---|---|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
5,214
shares
|
$479,792
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,214
shares
|
$479,792
0.4% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
5,201
shares
|
$478,596
0.03% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
5,198
shares
|
$478,319
0.36% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
5,195
shares
|
$478,043
0.07% of portfolio
|
Q4 2025
Added 51.33%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,180
shares
|
$476,663
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
5,175
shares
|
$476,203
0.04% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
5,175
shares
|
$476,203
0.08% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,174
shares
|
$476,111
0.08% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$476,019
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,141
shares
|
$473,074
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
5,131
shares
|
$472,154
0.2% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,122
shares
|
$471,326
0.0% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$470,406
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,111
shares
|
$470,314
0.01% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,092
shares
|
$468,565
0.18% of portfolio
|
Q3 2025
Reduced 45.05%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
5,090
shares
|
$468,381
0.08% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,078
shares
|
$467,277
0.08% of portfolio
|
Q3 2025
Added 26.19%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
5,050
shares
|
$464,701
0.14% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,048
shares
|
$464,516
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
5,039
shares
|
$463,688
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
5,038
shares
|
$463,596
0.1% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$462,768
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
5,016
shares
|
$461,572
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
5,016
shares
|
$461,572
0.27% of portfolio
|
Q3 2025
Reduced 61.45%
|
|