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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
3,086
shares
|
$283,973
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,085
shares
|
$283,881
0.08% of portfolio
|
Q3 2025
Reduced 32.32%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
3,080
shares
|
$283,421
0.02% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,070
shares
|
$282,501
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,043
shares
|
$280,016
0.01% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,032
shares
|
$279,004
0.15% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,032
shares
|
$279,004
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
3,023
shares
|
$278,176
0.16% of portfolio
|
Q3 2025
Reduced 68.88%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$276,060
0.03% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$276,060
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$271,735
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
2,953
shares
|
$271,735
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
2,951
shares
|
$271,551
0.13% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,949
shares
|
$271,366
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,942
shares
|
$270,722
0.07% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
2,928
shares
|
$269,434
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,927
shares
|
$269,342
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,920
shares
|
$268,698
0.12% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
2,918
shares
|
$268,514
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$268,054
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
2,906
shares
|
$267,410
0.06% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,898
shares
|
$266,673
0.16% of portfolio
|
Q2 2024
Reduced 73.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,894
shares
|
$266,305
0.02% of portfolio
|
Q3 2025
Reduced 50.03%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,866
shares
|
$263,729
0.04% of portfolio
|
Q3 2025
Reduced 78.13%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,861
shares
|
$263,269
0.06% of portfolio
|
Q2 2025
Added 3.66%
|
|