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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
5,011
shares
|
$461,112
0.05% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
5,008
shares
|
$460,836
0.01% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
4,974
shares
|
$457,707
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
4,964
shares
|
$456,787
0.24% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
4,940
shares
|
$454,578
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
4,929
shares
|
$453,566
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,927
shares
|
$453,382
0.11% of portfolio
|
Q4 2025
Added 79.49%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$452,002
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,901
shares
|
$450,990
0.15% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,889
shares
|
$449,885
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
4,886
shares
|
$449,609
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
4,853
shares
|
$446,573
0.04% of portfolio
|
Q4 2025
Added 74.69%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
4,850
shares
|
$446,297
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$446,112
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,842
shares
|
$445,560
0.02% of portfolio
|
Q4 2025
Added 96.59%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
4,829
shares
|
$444,364
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
4,810
shares
|
$442,616
0.03% of portfolio
|
Q4 2025
Reduced 6.96%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
4,808
shares
|
$442,432
0.15% of portfolio
|
Q2 2025
Reduced 67.92%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
4,798
shares
|
$441,511
0.1% of portfolio
|
Q4 2025
Added 90.1%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,783
shares
|
$440,131
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
4,779
shares
|
$439,763
0.02% of portfolio
|
Q4 2025
Added 198.5%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
4,778
shares
|
$439,671
0.02% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,769
shares
|
$438,843
0.02% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,766
shares
|
$438,567
0.07% of portfolio
|
Q4 2025
Added 39.56%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
4,764
shares
|
$438,383
0.09% of portfolio
|
Q4 2025
Added 100.0%
|
|