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 2,128 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
44,405
shares
|
$3.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$3.97 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
44,361
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
44,340
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
44,264
shares
|
$3.96 Million
1.59% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
43,980
shares
|
$3.94 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$3.91 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
43,500
shares
|
$3.89 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
43,250
shares
|
$3.87 Million
3.07% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
43,205
shares
|
$3.87 Million
1.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
42,919
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
42,598
shares
|
$3.81 Million
1.99% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
42,216
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Added 35.36%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
42,135
shares
|
$3.77 Million
2.82% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
42,110
shares
|
$3.77 Million
0.33% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
42,018
shares
|
$3.76 Million
0.38% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
41,798
shares
|
$3.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
41,714
shares
|
$3.74 Million
2.67% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
41,470
shares
|
$3.71 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
41,443
shares
|
$3.71 Million
0.16% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
41,416
shares
|
$3.71 Million
0.77% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
41,220
shares
|
$3.69 Million
1.33% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
41,065
shares
|
$3.68 Million
0.88% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,014
shares
|
$3.67 Million
2.07% of portfolio
|
Q1 2024
Added 14.45%
|