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 |
|---|---|---|---|---|---|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
730
shares
|
$67,174
0.05% of portfolio
|
Q3 2025
Reduced 47.63%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
726
shares
|
$66,806
0.01% of portfolio
|
Q2 2025
Reduced 43.76%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
726
shares
|
$66,806
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
722
shares
|
$66,438
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
714
shares
|
$65,702
0.04% of portfolio
|
Q3 2025
Added 84.5%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
700
shares
|
$64,414
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
700
shares
|
$64,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
675
shares
|
$62,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
672
shares
|
$61,837
0.01% of portfolio
|
Q4 2025
Added 100.6%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
671
shares
|
$61,745
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
661
shares
|
$60,825
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
658
shares
|
$60,549
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
657
shares
|
$60,457
0.01% of portfolio
|
Q3 2025
Added 59.47%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
650
shares
|
$59,813
0.0% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
647
shares
|
$59,536
0.02% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
638
shares
|
$58,708
0.03% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
632
shares
|
$58,156
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
580
shares
|
$53,371
0.04% of portfolio
|
Q1 2021
Added 23.4%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
579
shares
|
$53,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
578
shares
|
$53,187
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
577
shares
|
$53,095
0.02% of portfolio
|
Q3 2025
Reduced 50.81%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
572
shares
|
$52,635
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
568
shares
|
$52,267
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
566
shares
|
$52,083
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
560
shares
|
$51,531
0.01% of portfolio
|
Q3 2024
Added 2445.45%
|
|