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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
348,979
shares
|
$28.5 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
348,757
shares
|
$28.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
337,895
shares
|
$27.5 Million
0.7% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
337,248
shares
|
$27.5 Million
6.46% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
326,934
shares
|
$26.7 Million
0.19% of portfolio
|
Q1 2025
Added 47.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$25.8 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
316,623
shares
|
$25.8 Million
0.97% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
310,493
shares
|
$25.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
310,260
shares
|
$25.3 Million
0.58% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
296,208
shares
|
$24.1 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
291,130
shares
|
$23.7 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
288,298
shares
|
$23.5 Million
0.84% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
288,072
shares
|
$23.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
285,670
shares
|
$23.3 Million
0.03% of portfolio
|
Q1 2025
Added 1664.92%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
284,893
shares
|
$23.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 34.08%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
276,600
shares
|
$22.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
275,537
shares
|
$22.5 Million
1.73% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
273,017
shares
|
$22.3 Million
1.97% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
266,977
shares
|
$21.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$21.5 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
261,557
shares
|
$21.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
255,818
shares
|
$20.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
255,621
shares
|
$20.8 Million
0.23% of portfolio
|
Q1 2025
Added 61.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
254,811
shares
|
$20.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
251,261
shares
|
$20.5 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.01%
|