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 |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
144,342
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
144,122
shares
|
$12.2 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
142,636
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
140,908
shares
|
$12 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
140,151
shares
|
$11.9 Million
1.73% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
140,104
shares
|
$11.9 Million
0.57% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
139,157
shares
|
$11.8 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
138,957
shares
|
$11.8 Million
0.49% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
138,508
shares
|
$11.8 Million
0.14% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$11.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
137,780
shares
|
$11.7 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
137,701
shares
|
$11.7 Million
1.0% of portfolio
|
Q2 2025
Added 102.61%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
137,252
shares
|
$11.7 Million
0.37% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
136,749
shares
|
$11.6 Million
3.05% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
136,488
shares
|
$11.6 Million
4.2% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
136,088
shares
|
$11.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
135,642
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
134,354
shares
|
$11.4 Million
0.53% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
134,288
shares
|
$11.4 Million
0.41% of portfolio
|
Q2 2025
Added 99.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
133,982
shares
|
$11.4 Million
1.13% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$11.3 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$11.1 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
130,700
shares
|
$11.1 Million
0.13% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
127,925
shares
|
$10.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
127,904
shares
|
$10.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.39%
|