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 2,121 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
176,683
shares
|
$16.3 Million
1.25% of portfolio
|
Q4 2025
Added 56.76%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
174,599
shares
|
$16.1 Million
3.82% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
173,973
shares
|
$16 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
172,819
shares
|
$15.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 32.22%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
167,563
shares
|
$15.4 Million
5.35% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
166,630
shares
|
$15.3 Million
0.07% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
165,988
shares
|
$15.3 Million
2.95% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
164,539
shares
|
$15.1 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
161,559
shares
|
$14.9 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
161,168
shares
|
$14.8 Million
0.16% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
159,212
shares
|
$14.7 Million
5.34% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
157,484
shares
|
$14.5 Million
0.25% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
156,260
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
155,542
shares
|
$14.3 Million
1.01% of portfolio
|
Q4 2023
Reduced 40.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
154,464
shares
|
$14.2 Million
0.36% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
148,923
shares
|
$13.7 Million
0.63% of portfolio
|
Q2 2024
Reduced 61.77%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
148,639
shares
|
$13.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
146,916
shares
|
$13.5 Million
0.54% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
146,339
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
142,222
shares
|
$13.1 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
142,188
shares
|
$13.1 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
141,955
shares
|
$13.1 Million
1.99% of portfolio
|
Q3 2025
Added 2708.77%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
141,606
shares
|
$13 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
140,964
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
140,937
shares
|
$13 Million
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|