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 2,176 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,336,477
shares
|
$109 Million
0.01% of portfolio
|
Q1 2025
Added 717.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,292,764
shares
|
$105 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,247,042
shares
|
$102 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,234,488
shares
|
$101 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,213,059
shares
|
$98.9 Million
0.37% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
1,136,868
shares
|
$92.7 Million
9.77% of portfolio
|
Q1 2025
New holding
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
1,039,055
shares
|
$84.7 Million
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
1,027,074
shares
|
$83.7 Million
6.78% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,026,911
shares
|
$83.7 Million
0.7% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,019,475
shares
|
$83.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,017,838
shares
|
$83 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
989,765
shares
|
$80.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
954,684
shares
|
$77.8 Million
0.18% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
949,670
shares
|
$77.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
829,570
shares
|
$67.6 Million
0.91% of portfolio
|
Q1 2025
Added 135.42%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
793,098
shares
|
$64.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
779,564
shares
|
$63.6 Million
0.25% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
765,232
shares
|
$62.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
715,068
shares
|
$58.3 Million
1.22% of portfolio
|
Q1 2025
Added 72.07%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
710,835
shares
|
$58 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
704,470
shares
|
$57.4 Million
5.67% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
652,989
shares
|
$53.2 Million
1.4% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
590,166
shares
|
$48.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
571,287
shares
|
$46.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 74.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
564,828
shares
|
$46.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.86%
|