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 237 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
532,183
shares
|
$46.9 Million
0.46% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
520,133
shares
|
$45.9 Million
0.14% of portfolio
|
Q3 2025
Added 33.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
517,876
shares
|
$45.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
503,448
shares
|
$44.4 Million
0.08% of portfolio
|
Q2 2025
Added 29.82%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
491,569
shares
|
$43.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
484,786
shares
|
$42.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
484,626
shares
|
$42.8 Million
0.2% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
484,579
shares
|
$42.7 Million
0.97% of portfolio
|
Q2 2025
Added 2501.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
453,251
shares
|
$40 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
429,646
shares
|
$37.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
407,240
shares
|
$35.9 Million
0.1% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
390,094
shares
|
$34.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
390,018
shares
|
$34.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$33.6 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
379,416
shares
|
$33.5 Million
2.93% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
371,490
shares
|
$32.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
368,031
shares
|
$32.5 Million
2.7% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
360,126
shares
|
$31.8 Million
0.37% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
358,670
shares
|
$31.6 Million
0.82% of portfolio
|
Q3 2025
Added 101.38%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
353,359
shares
|
$31.2 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
348,640
shares
|
$30.8 Million
5.06% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
340,214
shares
|
$30 Million
0.76% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
334,178
shares
|
$29.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
333,668
shares
|
$29.4 Million
1.47% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
328,097
shares
|
$28.9 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.98%
|