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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,605
shares
|
$239,712
0.04% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
2,595
shares
|
$238,791
0.27% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
2,590
shares
|
$238,331
0.21% of portfolio
|
Q4 2024
Reduced 65.05%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,568
shares
|
$236,307
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,563
shares
|
$235,847
0.02% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
2,560
shares
|
$235,571
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
2,559
shares
|
$235,479
0.13% of portfolio
|
Q4 2025
Added 100.23%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,548
shares
|
$234,466
0.02% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,543
shares
|
$234,006
0.02% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
2,535
shares
|
$233,270
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,530
shares
|
$232,810
0.02% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,525
shares
|
$232,350
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
2,524
shares
|
$232,258
0.03% of portfolio
|
Q3 2025
Added 42.44%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,520
shares
|
$231,890
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,513
shares
|
$231,246
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$230,970
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,506
shares
|
$230,602
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,505
shares
|
$230,510
0.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,505
shares
|
$230,510
0.17% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,504
shares
|
$230,418
0.05% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$230,050
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,496
shares
|
$229,681
0.02% of portfolio
|
Q3 2025
Reduced 28.46%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,488
shares
|
$228,945
0.0% of portfolio
|
Q3 2025
Reduced 87.25%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,473
shares
|
$227,565
0.01% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
2,460
shares
|
$226,369
0.17% of portfolio
|
Q3 2025
Added 0.7%
|
|