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 2,171 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
27,812,844
shares
|
$2.37 Billion
0.21% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
16,321,234
shares
|
$1.39 Billion
0.11% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
14,233,237
shares
|
$1.22 Billion
0.31% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,506,201
shares
|
$897 Million
0.08% of portfolio
|
Q1 2025
Added 32.69%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,388,407
shares
|
$802 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,363,996
shares
|
$629 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,730,761
shares
|
$575 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,881,142
shares
|
$502 Million
0.16% of portfolio
|
Q1 2025
Added 324.71%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
5,007,550
shares
|
$428 Million
3.05% of portfolio
|
Q1 2025
Added 305.57%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
3,418,739
shares
|
$292 Million
0.2% of portfolio
|
Q1 2025
Added 829.62%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
3,350,019
shares
|
$286 Million
18.96% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,177,782
shares
|
$271 Million
0.16% of portfolio
|
Q1 2025
Added 238.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,124,815
shares
|
$267 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,014,390
shares
|
$257 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,948,791
shares
|
$252 Million
0.62% of portfolio
|
Q1 2025
Added 78.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,829,677
shares
|
$242 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,455,934
shares
|
$210 Million
0.04% of portfolio
|
Q1 2025
Added 126.97%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,164,752
shares
|
$185 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,935,540
shares
|
$165 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,756,662
shares
|
$150 Million
0.05% of portfolio
|
Q1 2025
Reduced 41.73%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,750,000
shares
|
$149 Million
0.37% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
1,656,002
shares
|
$141 Million
2.41% of portfolio
|
Q1 2025
Added 56.56%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,558,341
shares
|
$133 Million
2.05% of portfolio
|
Q1 2025
Added 18164.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,409,476
shares
|
$120 Million
0.07% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
1,350,000
shares
|
$115 Million
0.13% of portfolio
|
Q4 2024
Added 42.11%
|