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 |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
69
shares
|
$6,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
68
shares
|
$6,257
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
66
shares
|
$6,073
0.0% of portfolio
|
Q4 2025
Reduced 42.11%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
65
shares
|
$5,981
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$5,889
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,521
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
59
shares
|
$5,429
0.0% of portfolio
|
Q4 2025
Added 96.67%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
58
shares
|
$5,337
0.0% of portfolio
|
Q3 2025
Reduced 97.47%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$5,337
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
56
shares
|
$5,153
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
55
shares
|
$5,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
55
shares
|
$5,061
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$5,061
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
54
shares
|
$4,969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
54
shares
|
$4,969
0.0% of portfolio
|
Q4 2025
Added 28.57%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$4,601
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
50
shares
|
$4,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$4,601
0.0% of portfolio
|
Q3 2025
Reduced 52.38%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
48
shares
|
$4,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
45
shares
|
$4,140
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
42
shares
|
$3,864
0.0% of portfolio
|
Q3 2025
Reduced 28.81%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
41
shares
|
$3,772
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
40
shares
|
$3,680
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
40
shares
|
$3,680
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
36
shares
|
$3,312
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|