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 |
|---|---|---|---|---|---|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,350,000
shares
|
$115 Million
0.11% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,317,178
shares
|
$112 Million
0.25% of portfolio
|
Q2 2025
Added 130.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,247,042
shares
|
$106 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
1,214,495
shares
|
$103 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,212,069
shares
|
$103 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,204,785
shares
|
$102 Million
0.13% of portfolio
|
Q2 2025
Added 1204685.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,185,413
shares
|
$101 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
1,027,074
shares
|
$87.2 Million
6.78% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,026,911
shares
|
$87.2 Million
0.7% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,026,551
shares
|
$87.2 Million
0.12% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,024,395
shares
|
$87 Million
0.11% of portfolio
|
Q2 2025
Added 83.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,021,957
shares
|
$86.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
988,181
shares
|
$83.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 66.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
973,167
shares
|
$82.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
916,118
shares
|
$77.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
905,819
shares
|
$76.9 Million
0.04% of portfolio
|
Q2 2025
Added 1318.6%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
845,147
shares
|
$71.8 Million
0.81% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
811,548
shares
|
$68.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
738,640
shares
|
$62.7 Million
0.85% of portfolio
|
Q2 2025
Reduced 55.4%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
715,886
shares
|
$60.8 Million
4.63% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
702,677
shares
|
$59.7 Million
0.14% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
701,551
shares
|
$59.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
667,503
shares
|
$56.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
665,958
shares
|
$56.6 Million
0.67% of portfolio
|
Q2 2025
Reduced 57.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
602,459
shares
|
$51.2 Million
0.35% of portfolio
|
Q2 2025
Added 6.66%
|