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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
178,110
shares
|
$15.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
174,421
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 86.95%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
171,977
shares
|
$14.6 Million
1.75% of portfolio
|
Q2 2025
Added 36.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
171,612
shares
|
$14.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
170,720
shares
|
$14.5 Million
0.85% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
169,636
shares
|
$14.4 Million
0.06% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
167,974
shares
|
$14.3 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
166,375
shares
|
$14.1 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
165,538
shares
|
$14.1 Million
2.92% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
165,186
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
165,081
shares
|
$14 Million
3.78% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
163,240
shares
|
$13.9 Million
0.08% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
160,757
shares
|
$13.7 Million
0.12% of portfolio
|
Q2 2025
Added 98.87%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
159,506
shares
|
$13.5 Million
0.23% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
159,212
shares
|
$13.5 Million
5.34% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
157,484
shares
|
$13.4 Million
0.25% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
156,062
shares
|
$13.3 Million
0.67% of portfolio
|
Q2 2025
Added 363.79%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
155,542
shares
|
$13.2 Million
1.01% of portfolio
|
Q4 2023
Reduced 40.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
154,464
shares
|
$13.1 Million
0.36% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Rokos Capital Management LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$12.7 Million
0.06% of portfolio
|
Q2 2025
Added 158.21%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
149,214
shares
|
$12.7 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
146,052
shares
|
$12.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
145,718
shares
|
$12.4 Million
0.51% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
144,928
shares
|
$12.3 Million
1.99% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
144,594
shares
|
$12.3 Million
0.59% of portfolio
|
Q2 2025
Reduced 7.86%
|