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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
520,133
shares
|
$47.9 Million
0.14% of portfolio
|
Q3 2025
Added 33.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
510,716
shares
|
$47 Million
0.08% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
491,569
shares
|
$45.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
484,786
shares
|
$44.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
484,626
shares
|
$44.6 Million
0.2% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
479,569
shares
|
$44.1 Million
0.06% of portfolio
|
Q3 2025
Added 9192.17%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
465,506
shares
|
$42.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 61.36%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
457,723
shares
|
$42.1 Million
0.25% of portfolio
|
Q3 2025
Added 60.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
452,610
shares
|
$41.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 82.42%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
434,947
shares
|
$40 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
434,245
shares
|
$40 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
432,840
shares
|
$39.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
429,007
shares
|
$39.5 Million
0.07% of portfolio
|
Q3 2025
Added 81.68%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
411,689
shares
|
$37.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
397,668
shares
|
$36.6 Million
0.42% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
387,900
shares
|
$35.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$35 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
379,416
shares
|
$34.9 Million
2.93% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
376,829
shares
|
$34.7 Million
2.67% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
360,126
shares
|
$33.1 Million
0.37% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
358,670
shares
|
$33 Million
0.82% of portfolio
|
Q3 2025
Added 101.38%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
355,936
shares
|
$32.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
348,640
shares
|
$32.1 Million
5.06% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
343,427
shares
|
$31.6 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
341,215
shares
|
$31.4 Million
0.6% of portfolio
|
Q3 2025
Added 0.23%
|
|