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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$157,722
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$156,434
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
1,685
shares
|
$155,053
0.01% of portfolio
|
Q4 2025
Added 37.66%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,656
shares
|
$152,385
0.12% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$149,532
0.06% of portfolio
|
Q1 2024
Added 170.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$148,888
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$146,127
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,521
shares
|
$139,962
0.06% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,520
shares
|
$139,870
0.03% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,512
shares
|
$139,134
0.01% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,500
shares
|
$138,030
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,482
shares
|
$136,373
0.01% of portfolio
|
Q4 2025
Added 101.63%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$135,913
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,474
shares
|
$135,637
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$134,901
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,464
shares
|
$134,717
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,463
shares
|
$134,625
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,458
shares
|
$134,165
0.1% of portfolio
|
Q2 2025
Added 14480.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,455
shares
|
$133,889
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$130,668
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,415
shares
|
$130,208
0.07% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,395
shares
|
$128,367
0.18% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$125,147
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
1,348
shares
|
$124,042
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,347
shares
|
$123,950
0.02% of portfolio
|
Q2 2025
New holding
|
|