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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
134,938
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
134,354
shares
|
$12.4 Million
0.53% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$12.3 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
133,384
shares
|
$12.3 Million
0.67% of portfolio
|
Q4 2025
Added 100.05%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$12.1 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
130,341
shares
|
$12 Million
0.1% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
129,057
shares
|
$11.9 Million
0.72% of portfolio
|
Q4 2025
Added 101.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
128,837
shares
|
$11.9 Million
1.0% of portfolio
|
Q4 2025
Added 102.95%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
128,359
shares
|
$11.8 Million
1.15% of portfolio
|
Q4 2025
Added 54.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
128,306
shares
|
$11.8 Million
0.11% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
126,187
shares
|
$11.6 Million
0.22% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
125,017
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Added 107.06%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
124,473
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Added 79.2%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
124,409
shares
|
$11.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
123,237
shares
|
$11.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
122,845
shares
|
$11.3 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
120,504
shares
|
$11.1 Million
0.81% of portfolio
|
Q4 2025
Added 123.81%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
119,978
shares
|
$11 Million
0.07% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
119,819
shares
|
$11 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
119,232
shares
|
$11 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
118,286
shares
|
$10.9 Million
0.62% of portfolio
|
Q4 2025
Added 97.41%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
118,202
shares
|
$10.9 Million
1.13% of portfolio
|
Q4 2025
Added 140.48%
|
|
|
Argi Investment Services, LLC
|
Oct 22, 2025 Q3 2025 |
117,719
shares
|
$10.8 Million
0.55% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
116,664
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Added 159.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
116,476
shares
|
$10.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.63%
|
|