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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
116,181
shares
|
$10.7 Million
2.04% of portfolio
|
Q4 2025
Added 96.99%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
115,872
shares
|
$10.7 Million
1.22% of portfolio
|
Q4 2025
Added 13.48%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
115,409
shares
|
$10.6 Million
2.74% of portfolio
|
Q4 2025
Added 100.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
113,597
shares
|
$10.5 Million
0.91% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
113,589
shares
|
$10.5 Million
0.56% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
113,527
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
113,110
shares
|
$10.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
112,694
shares
|
$10.4 Million
2.65% of portfolio
|
Q4 2025
Added 99.5%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
112,327
shares
|
$10.3 Million
0.2% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$10.3 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 20, 2026 Q4 2025 |
112,060
shares
|
$10.3 Million
1.83% of portfolio
|
Q4 2025
Added 118.64%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
111,997
shares
|
$10.3 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
109,901
shares
|
$10.1 Million
1.35% of portfolio
|
Q4 2025
Added 98.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
109,761
shares
|
$10.1 Million
0.13% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
109,580
shares
|
$10.1 Million
0.05% of portfolio
|
Q4 2025
Added 179.75%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
107,181
shares
|
$9.86 Million
1.93% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
106,894
shares
|
$9.84 Million
1.64% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
105,576
shares
|
$9.72 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
105,400
shares
|
$9.7 Million
2.07% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
104,521
shares
|
$9.62 Million
1.25% of portfolio
|
Q4 2025
Added 103.86%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
104,052
shares
|
$9.57 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
102,328
shares
|
$9.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
101,994
shares
|
$9.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
101,211
shares
|
$9.31 Million
4.72% of portfolio
|
Q4 2025
Added 103.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
101,190
shares
|
$9.31 Million
0.03% of portfolio
|
Q3 2025
Added 12.8%
|
|