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 2,127 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
202,183
shares
|
$18.6 Million
0.08% of portfolio
|
Q4 2025
Added 94.35%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
201,537
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 77.75%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
198,556
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
196,327
shares
|
$18.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$17.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
188,377
shares
|
$17.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
188,112
shares
|
$17.3 Million
8.96% of portfolio
|
Q4 2025
Added 113.89%
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
187,509
shares
|
$17.3 Million
5.6% of portfolio
|
Q4 2025
Added 109.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
187,490
shares
|
$17.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
186,548
shares
|
$17.2 Million
1.81% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
185,986
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
185,167
shares
|
$17 Million
0.28% of portfolio
|
Q4 2025
Added 109.39%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
180,627
shares
|
$16.6 Million
1.14% of portfolio
|
Q4 2025
Added 50.32%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
179,552
shares
|
$16.5 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$16.5 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
176,683
shares
|
$16.3 Million
1.25% of portfolio
|
Q4 2025
Added 56.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
176,321
shares
|
$16.2 Million
0.47% of portfolio
|
Q4 2025
Added 91.57%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
174,599
shares
|
$16.1 Million
3.82% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
173,973
shares
|
$16 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
172,819
shares
|
$15.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 32.22%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
168,119
shares
|
$15.5 Million
0.21% of portfolio
|
Q4 2025
Added 277.94%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
167,563
shares
|
$15.4 Million
5.35% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
166,630
shares
|
$15.3 Million
0.07% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
165,988
shares
|
$15.3 Million
2.95% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
164,539
shares
|
$15.1 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.62%
|
|