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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
162,110
shares
|
$14.9 Million
2.32% of portfolio
|
Q4 2025
Added 102.88%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
161,559
shares
|
$14.9 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
161,168
shares
|
$14.8 Million
0.16% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
159,212
shares
|
$14.7 Million
5.34% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
157,484
shares
|
$14.5 Million
0.25% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
156,260
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
155,542
shares
|
$14.3 Million
1.01% of portfolio
|
Q4 2023
Reduced 40.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
154,464
shares
|
$14.2 Million
0.36% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
149,753
shares
|
$13.8 Million
2.87% of portfolio
|
Q4 2025
Added 97.42%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
148,639
shares
|
$13.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
146,916
shares
|
$13.5 Million
0.54% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
146,339
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Castellan Group
Louisville, KY |
Jan 23, 2026 Q4 2025 |
144,446
shares
|
$13.3 Million
6.49% of portfolio
|
Q4 2025
Added 110.4%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
142,222
shares
|
$13.1 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
142,188
shares
|
$13.1 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
141,606
shares
|
$13 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
140,964
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
140,937
shares
|
$13 Million
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
140,017
shares
|
$12.9 Million
0.32% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
139,371
shares
|
$12.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
139,038
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
137,780
shares
|
$12.7 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
137,709
shares
|
$12.7 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
136,749
shares
|
$12.6 Million
3.05% of portfolio
|
Q1 2023
Reduced 0.01%
|
|