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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
328,097
shares
|
$27.9 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
323,950
shares
|
$27.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
322,425
shares
|
$27.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$26.9 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
310,493
shares
|
$26.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
307,155
shares
|
$26.1 Million
1.61% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
288,304
shares
|
$24.5 Million
1.59% of portfolio
|
Q2 2025
Added 25481.54%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
284,893
shares
|
$24.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 34.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
277,079
shares
|
$23.5 Million
0.98% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
276,600
shares
|
$23.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
273,671
shares
|
$23.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
272,588
shares
|
$23.2 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
264,760
shares
|
$22.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$22.4 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
258,559
shares
|
$22 Million
0.11% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
254,973
shares
|
$21.7 Million
0.63% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
246,742
shares
|
$21 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
245,413
shares
|
$20.8 Million
0.09% of portfolio
|
Q2 2025
Added 170.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
244,299
shares
|
$20.7 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
237,154
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
236,129
shares
|
$20.1 Million
0.04% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
230,557
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
227,386
shares
|
$19.3 Million
1.96% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
226,578
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2025
Added 65.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
226,210
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.85%
|