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 |
|---|---|---|---|---|---|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,350,000
shares
|
$119 Million
0.11% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,317,178
shares
|
$116 Million
0.25% of portfolio
|
Q2 2025
Added 130.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,247,042
shares
|
$110 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,223,195
shares
|
$108 Million
0.26% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,212,069
shares
|
$107 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,204,785
shares
|
$106 Million
0.13% of portfolio
|
Q2 2025
Added 1204685.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,185,413
shares
|
$105 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
1,027,074
shares
|
$90.6 Million
6.78% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,026,911
shares
|
$90.6 Million
0.7% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,021,957
shares
|
$90.2 Million
0.09% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
984,213
shares
|
$86.8 Million
1.02% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
973,167
shares
|
$85.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
938,460
shares
|
$82.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
920,689
shares
|
$81.2 Million
0.15% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
916,118
shares
|
$80.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
905,819
shares
|
$79.9 Million
0.04% of portfolio
|
Q2 2025
Added 1318.6%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
753,527
shares
|
$66.5 Million
4.36% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
702,677
shares
|
$62 Million
0.14% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
701,551
shares
|
$61.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
667,503
shares
|
$58.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
662,491
shares
|
$58.4 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
602,459
shares
|
$53.1 Million
0.35% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
584,630
shares
|
$51.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
564,511
shares
|
$49.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.79%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
536,033
shares
|
$47.3 Million
0.27% of portfolio
|
Q3 2025
Added 1.21%
|