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 2,121 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
334,178
shares
|
$30.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
326,534
shares
|
$30 Million
0.53% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
325,368
shares
|
$29.9 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
325,317
shares
|
$29.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 55.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
322,425
shares
|
$29.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$29.2 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
313,622
shares
|
$28.9 Million
0.14% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
310,493
shares
|
$28.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
309,107
shares
|
$28.4 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
307,661
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2025
Added 35.79%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
298,162
shares
|
$27.4 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
298,025
shares
|
$27.4 Million
1.58% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
297,098
shares
|
$27.3 Million
1.01% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
288,555
shares
|
$26.6 Million
0.73% of portfolio
|
Q3 2025
Added 36.91%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
276,600
shares
|
$25.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
270,307
shares
|
$24.9 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
264,780
shares
|
$24.4 Million
0.11% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$24.2 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
262,650
shares
|
$24.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
262,468
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
262,441
shares
|
$24.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
248,839
shares
|
$22.9 Million
0.02% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Granger Management LLC
|
Nov 13, 2025 Q3 2025 |
248,473
shares
|
$22.9 Million
6.49% of portfolio
|
Q3 2025
Added 30.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
245,936
shares
|
$22.6 Million
0.02% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
237,894
shares
|
$21.9 Million
2.95% of portfolio
|
Q3 2025
Added 357.88%
|
|