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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$86,866
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
939
shares
|
$86,406
0.01% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
902
shares
|
$83,002
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
898
shares
|
$82,633
0.06% of portfolio
|
Q4 2025
Added 9.78%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
886
shares
|
$81,529
0.03% of portfolio
|
Q4 2025
Added 100.45%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
885
shares
|
$81,437
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
868
shares
|
$79,873
0.04% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
860
shares
|
$79,137
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
848
shares
|
$78,032
0.02% of portfolio
|
Q4 2025
Added 198.59%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
840
shares
|
$77,296
0.0% of portfolio
|
Q4 2025
Added 80.65%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
840
shares
|
$77,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
830
shares
|
$76,376
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
827
shares
|
$76,100
0.01% of portfolio
|
Q3 2023
Reduced 40.67%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
816
shares
|
$75,088
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
808
shares
|
$74,352
0.01% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
801
shares
|
$73,708
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
800
shares
|
$73,616
0.0% of portfolio
|
Q3 2025
Added 769.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
780
shares
|
$71,775
0.06% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
762
shares
|
$70,119
0.0% of portfolio
|
Q2 2022
Reduced 98.73%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
757
shares
|
$69,659
0.02% of portfolio
|
Q4 2025
Added 100.8%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
754
shares
|
$69,383
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
750
shares
|
$69,015
0.01% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
750
shares
|
$69,015
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
735
shares
|
$67,634
0.0% of portfolio
|
Q4 2025
Added 100.82%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
730
shares
|
$67,174
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|