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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
33,591
shares
|
$3.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
33,576
shares
|
$3.01 Million
0.57% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
33,503
shares
|
$3 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
33,214
shares
|
$2.97 Million
2.96% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
33,200
shares
|
$2.97 Million
0.47% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
33,027
shares
|
$2.96 Million
0.2% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
32,897
shares
|
$2.95 Million
0.74% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
32,809
shares
|
$2.94 Million
0.61% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
32,700
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
32,625
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
32,588
shares
|
$2.92 Million
0.21% of portfolio
|
Q3 2025
Added 46.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
32,560
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
32,432
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
32,350
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
32,343
shares
|
$2.9 Million
0.47% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
32,294
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2025
Added 64.82%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,234
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
32,159
shares
|
$2.88 Million
1.15% of portfolio
|
Q2 2025
Added 143.74%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
31,991
shares
|
$2.86 Million
1.44% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
31,958
shares
|
$2.86 Million
0.3% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
31,895
shares
|
$2.86 Million
0.61% of portfolio
|
Q2 2025
Added 310.28%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
31,867
shares
|
$2.85 Million
3.23% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31,857
shares
|
$2.85 Million
0.98% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
31,815
shares
|
$2.85 Million
0.21% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
31,620
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.29%
|