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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$3,220
0.0% of portfolio
|
Q2 2023
Reduced 90.64%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
28
shares
|
$2,576
0.0% of portfolio
|
Q2 2025
Reduced 74.31%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
28
shares
|
$2,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$2,392
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
25
shares
|
$2,300
0.0% of portfolio
|
Q3 2023
Reduced 97.5%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
25
shares
|
$2,300
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
25
shares
|
$2,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
22
shares
|
$2,024
0.0% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
21
shares
|
$1,932
0.0% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$1,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,932
0.06% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,840
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,656
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
16
shares
|
$1,472
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,472
0.01% of portfolio
|
Q3 2025
Reduced 97.66%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
12
shares
|
$1,104
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
12
shares
|
$1,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
12
shares
|
$1,104
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
10
shares
|
$920
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
9
shares
|
$828
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
8
shares
|
$736
0.18% of portfolio
|
Q3 2022
Reduced 99.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$552
0.0% of portfolio
|
Q1 2024
Reduced 96.51%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
5
shares
|
$460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4
shares
|
$368
0.0% of portfolio
|
Q2 2025
New holding
|
|