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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$28,986
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
314
shares
|
$28,894
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
306
shares
|
$28,158
0.01% of portfolio
|
Q4 2025
Reduced 16.16%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
301
shares
|
$27,698
0.03% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
300
shares
|
$27,606
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
300
shares
|
$27,606
0.01% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
288
shares
|
$26,501
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
282
shares
|
$25,949
0.0% of portfolio
|
Q4 2025
Reduced 22.31%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
280
shares
|
$25,765
0.04% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
278
shares
|
$25,581
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
276
shares
|
$25,397
0.02% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
274
shares
|
$25,213
0.01% of portfolio
|
Q3 2025
Added 270.27%
|
|
|
E Cio, Inc.
Madison, WI |
Jan 20, 2026 Q4 2025 |
258
shares
|
$23,741
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
256
shares
|
$23,557
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
254
shares
|
$23,373
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
250
shares
|
$23,005
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
246
shares
|
$22,636
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
243
shares
|
$22,360
0.01% of portfolio
|
Q2 2024
Added 69.93%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
243
shares
|
$22,360
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
240
shares
|
$22,084
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
238
shares
|
$21,900
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
229
shares
|
$21,072
0.0% of portfolio
|
Q4 2025
Reduced 29.97%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
225
shares
|
$20,704
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
222
shares
|
$20,428
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
222
shares
|
$20,428
0.01% of portfolio
|
Q2 2025
Added 2.3%
|
|