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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
405
shares
|
$37,268
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
400
shares
|
$36,808
0.02% of portfolio
|
Q3 2025
Reduced 93.35%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
400
shares
|
$36,808
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
400
shares
|
$36,808
0.02% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
398
shares
|
$36,623
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
395
shares
|
$36,347
0.01% of portfolio
|
Q4 2025
Added 101.53%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
389
shares
|
$35,795
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
388
shares
|
$35,703
0.0% of portfolio
|
Q4 2025
Added 101.04%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
380
shares
|
$34,967
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
380
shares
|
$34,967
0.01% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
366
shares
|
$33,679
0.02% of portfolio
|
Q3 2025
Added 45.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
364
shares
|
$33,495
0.01% of portfolio
|
Q3 2025
Reduced 68.73%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
361
shares
|
$33,219
0.0% of portfolio
|
Q3 2025
Reduced 58.88%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
352
shares
|
$32,391
0.0% of portfolio
|
Q4 2025
Added 114.63%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
352
shares
|
$32,391
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$32,299
0.01% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
350
shares
|
$32,207
0.02% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
346
shares
|
$31,838
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
345
shares
|
$31,746
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
340
shares
|
$31,286
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
332
shares
|
$30,550
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
331
shares
|
$30,458
0.0% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
331
shares
|
$30,458
0.0% of portfolio
|
Q1 2025
Added 470.69%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
329
shares
|
$30,274
0.02% of portfolio
|
Q3 2025
Added 97.01%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
328
shares
|
$30,182
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|