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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
584,630
shares
|
$49.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
564,511
shares
|
$47.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.79%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
545,117
shares
|
$46.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
532,183
shares
|
$45.2 Million
0.46% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
529,641
shares
|
$45 Million
0.26% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
503,448
shares
|
$42.8 Million
0.08% of portfolio
|
Q2 2025
Added 29.82%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
491,768
shares
|
$41.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
484,579
shares
|
$41.2 Million
0.97% of portfolio
|
Q2 2025
Added 2501.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
453,251
shares
|
$38.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
429,646
shares
|
$36.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
407,240
shares
|
$34.6 Million
0.1% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
390,420
shares
|
$33.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
390,094
shares
|
$33.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
390,018
shares
|
$33.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$32.3 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
376,244
shares
|
$32 Million
3.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
371,490
shares
|
$31.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
368,031
shares
|
$31.3 Million
2.7% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
364,521
shares
|
$31 Million
0.15% of portfolio
|
Q2 2025
Reduced 35.42%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
360,126
shares
|
$30.6 Million
0.37% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
353,359
shares
|
$30 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
343,779
shares
|
$29.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
340,423
shares
|
$28.9 Million
5.08% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
340,214
shares
|
$28.9 Million
0.76% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
333,668
shares
|
$28.3 Million
1.47% of portfolio
|
Q2 2025
Reduced 15.34%
|