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 2,130 institutions that hold shares in the stock, with a total of 451 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
564,511
shares
|
$48.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.79%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
564,457
shares
|
$48.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
558,585
shares
|
$47.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
545,117
shares
|
$46.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
510,014
shares
|
$43.6 Million
0.6% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
491,768
shares
|
$42 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
486,237
shares
|
$41.6 Million
0.26% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
453,251
shares
|
$38.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
442,862
shares
|
$37.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
440,153
shares
|
$37.6 Million
0.68% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
429,646
shares
|
$36.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
420,234
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
411,870
shares
|
$35.2 Million
0.17% of portfolio
|
Q1 2025
Added 93.53%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
394,139
shares
|
$33.7 Million
2.12% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
390,420
shares
|
$33.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
390,404
shares
|
$33.4 Million
0.79% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
387,861
shares
|
$33.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
387,811
shares
|
$33.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$32.5 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
376,244
shares
|
$32.2 Million
3.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
367,822
shares
|
$31.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 44.6%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
356,010
shares
|
$30.4 Million
2.94% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
353,448
shares
|
$30.2 Million
1.21% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
352,053
shares
|
$30.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
349,840
shares
|
$29.9 Million
4.56% of portfolio
|
Q1 2025
Added 5453.02%
|