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 |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,333
shares
|
$122,662
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$120,638
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,293
shares
|
$118,981
0.03% of portfolio
|
Q3 2025
Reduced 42.51%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,290
shares
|
$118,705
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,290
shares
|
$118,705
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
1,288
shares
|
$118,521
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,271
shares
|
$116,957
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
1,230
shares
|
$113,184
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,227
shares
|
$112,908
0.01% of portfolio
|
Q2 2023
Reduced 11.92%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
1,202
shares
|
$110,608
0.04% of portfolio
|
Q4 2025
Added 70.25%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,193
shares
|
$109,779
0.12% of portfolio
|
Q3 2025
Reduced 92.86%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,165
shares
|
$107,203
0.03% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,162
shares
|
$106,927
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
1,154
shares
|
$106,191
0.05% of portfolio
|
Q4 2025
Added 110.2%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,150
shares
|
$105,823
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
1,100
shares
|
$101,222
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,097
shares
|
$100,945
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
1,088
shares
|
$100,117
0.04% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,055
shares
|
$97,081
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,045
shares
|
$96,160
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
1,023
shares
|
$94,136
0.03% of portfolio
|
Q2 2025
Reduced 32.83%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,016
shares
|
$93,492
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,003
shares
|
$92,296
0.01% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
974
shares
|
$89,627
0.04% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$88,707
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|