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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,190
shares
|
$201,523
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,169
shares
|
$199,591
0.02% of portfolio
|
Q4 2025
Added 95.05%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
2,147
shares
|
$197,566
0.13% of portfolio
|
Q4 2025
Added 105.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$189,101
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,000
shares
|
$184,040
0.1% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$184,040
0.09% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,989
shares
|
$183,027
0.06% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,982
shares
|
$182,383
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,977
shares
|
$181,923
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,950
shares
|
$179,439
0.05% of portfolio
|
Q3 2025
Added 20.67%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,924
shares
|
$177,046
0.02% of portfolio
|
Q4 2025
Added 2037.78%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$175,574
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
1,888
shares
|
$173,733
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
1,883
shares
|
$173,273
0.08% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,882
shares
|
$173,181
0.01% of portfolio
|
Q4 2025
Added 52.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,879
shares
|
$172,905
0.0% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,865
shares
|
$171,617
0.07% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,863
shares
|
$171,433
0.17% of portfolio
|
Q3 2025
Reduced 23.77%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,842
shares
|
$169,500
0.03% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$168,396
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,800
shares
|
$165,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,785
shares
|
$164,255
0.08% of portfolio
|
Q4 2025
Added 17750.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
1,780
shares
|
$163,795
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,750
shares
|
$161,035
0.11% of portfolio
|
Q2 2025
Added 89.19%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
1,748
shares
|
$160,850
0.05% of portfolio
|
Q4 2025
Added 105.65%
|
|