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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
204
shares
|
$18,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
200
shares
|
$18,404
0.01% of portfolio
|
Q4 2024
Reduced 92.41%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
200
shares
|
$18,404
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
200
shares
|
$18,404
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
200
shares
|
$18,404
0.0% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$18,404
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
199
shares
|
$18,311
0.01% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
180
shares
|
$16,563
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
175
shares
|
$16,103
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
170
shares
|
$15,643
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
167
shares
|
$15,367
0.01% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
163
shares
|
$14,999
0.0% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
160
shares
|
$14,723
0.01% of portfolio
|
Q3 2022
Reduced 12.57%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
155
shares
|
$14,263
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
150
shares
|
$13,803
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
148
shares
|
$13,618
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
148
shares
|
$13,618
0.01% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
148
shares
|
$13,618
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
143
shares
|
$13,158
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$12,790
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
134
shares
|
$12,330
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
126
shares
|
$11,594
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
121
shares
|
$11,134
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
118
shares
|
$10,858
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
117
shares
|
$10,766
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|