XLE — Select Sector Spdr Tr Institutional Holders · Q3 2026

Name: Who Owns XLE? 127 Institutions Hold $542M (Q3 2026)
Creator: ko.io

Who owns Select Sector Spdr Tr (XLE)? 127 institutions reported holding $542.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamilton Capital, LLC ($145.6M), Stonebridge Financial Group, LLC ($27.8M), Eastern Bank ($26.8M).

Rank	Institution	Value	Shares	Change
1	Hamilton Capital, LLC	$145.6M	2.4M	Trimmed
2	Stonebridge Financial Group, LLC	$27.8M	451,683	New
3	EASTERN BANK	$26.8M	436,385	Added
4	CoreCap Advisors, LLC	$25.9M	421,325	Added
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$25.5M	414,688	Trimmed
6	PROFESSIONAL ADVISORY SERVICES INC	$23.0M	374,358	New
7	Galvin, Gaustad & Stein, LLC	$20.4M	331,969	Trimmed
8	Grove Bank & Trust	$16.1M	261,706	Added
9	ARMSTRONG ADVISORY GROUP, INC	$15.1M	244,862	Added
10	Whitcomb & Hess, Inc.	$13.8M	223,875	Trimmed
11	CONFLUENCE INVESTMENT MANAGEMENT LLC	$13.7M	222,142	Trimmed
12	Lake Hills Wealth Management, LLC	$11.6M	188,565	Added
13	Biltmore Wealth Management, LLC	$10.9M	176,926	Trimmed
14	TOTH FINANCIAL ADVISORY CORP	$10.3M	167,068	Trimmed
15	ACT WEALTH MANAGEMENT, LLC	$10.2M	165,561	Added
16	Farther Finance Advisors, LLC	$8.9M	143,917	Trimmed
17	Kessler Investment Group, LLC	$8.6M	140,170	Added
18	Financial Enhancement Group LLC	$7.8M	123,240	Trimmed
19	BOS Asset Management, LLC	$7.0M	113,418	Added
20	Investors Research Corp	$6.8M	110,858	Trimmed
21	CAMELOT TECHNOLOGY ADVISORS, INC.	$6.0M	97,377	Trimmed
22	Crumly & Associates Inc.	$5.7M	92,587	Added
23	MRA Advisory Group	$5.4M	87,995	Added
24	Matrix Trust Co	$5.0M	80,985	Added
25	Ayalon Insurance Comp Ltd.	$4.7M	75,824	Added

Source: SEC Form 13F filings · as of 2026-09-30