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 2,108 institutions that hold shares in the stock, with a total of 458 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
223,048,647
shares
|
$18.9 Billion
3.11% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
26,637,971
shares
|
$2.26 Billion
0.17% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
18,060,860
shares
|
$1.53 Billion
0.1% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
14,775,411
shares
|
$1.25 Billion
0.27% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
12,847,695
shares
|
$1.09 Billion
0.15% of portfolio
|
Q2 2025
Added 74.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,506,201
shares
|
$892 Million
0.08% of portfolio
|
Q1 2025
Added 32.69%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
10,174,082
shares
|
$864 Million
4.28% of portfolio
|
Q2 2025
Added 113767.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,837,775
shares
|
$836 Million
0.15% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,635,128
shares
|
$564 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,547,173
shares
|
$301 Million
18.07% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,294,493
shares
|
$280 Million
0.07% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,288,266
shares
|
$279 Million
0.14% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,251,567
shares
|
$276 Million
0.05% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
2,936,400
shares
|
$249 Million
1.46% of portfolio
|
Q2 2025
Reduced 41.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,924,966
shares
|
$248 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
2,822,996
shares
|
$240 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,575,056
shares
|
$219 Million
0.05% of portfolio
|
Q2 2025
Added 512.77%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,180,812
shares
|
$185 Million
0.04% of portfolio
|
Q2 2025
Reduced 62.92%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,162,692
shares
|
$184 Million
2.1% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
2,160,502
shares
|
$183 Million
7.62% of portfolio
|
Q2 2025
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
2,100,000
shares
|
$178 Million
0.36% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,935,540
shares
|
$164 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,878,634
shares
|
$160 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,573,437
shares
|
$134 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,549,336
shares
|
$132 Million
0.26% of portfolio
|
Q2 2025
Added 9245.74%
|