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 |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
44,990
shares
|
$3.82 Million
2.16% of portfolio
|
Q2 2025
Reduced 32.68%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
44,914
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.28%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$3.79 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
44,491
shares
|
$3.78 Million
0.96% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
44,468
shares
|
$3.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
44,405
shares
|
$3.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$3.77 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
44,256
shares
|
$3.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
44,087
shares
|
$3.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
44,067
shares
|
$3.74 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
44,057
shares
|
$3.74 Million
3.18% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
43,980
shares
|
$3.74 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
43,676
shares
|
$3.71 Million
4.65% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$3.71 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
43,500
shares
|
$3.69 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
43,485
shares
|
$3.69 Million
0.2% of portfolio
|
Q2 2025
Reduced 38.77%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
43,205
shares
|
$3.67 Million
1.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
43,137
shares
|
$3.66 Million
2.79% of portfolio
|
Q2 2025
Added 46283.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
42,919
shares
|
$3.65 Million
0.02% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
42,788
shares
|
$3.63 Million
1.45% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
42,231
shares
|
$3.59 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
42,216
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Added 35.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
42,018
shares
|
$3.57 Million
0.38% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
41,798
shares
|
$3.55 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.57%
|