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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
23,252,519
shares
|
$2.14 Billion
0.15% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
15,302,645
shares
|
$1.41 Billion
0.09% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,573,084
shares
|
$973 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,436,369
shares
|
$960 Million
0.18% of portfolio
|
Q3 2025
Reduced 29.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,868,997
shares
|
$908 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,078,336
shares
|
$743 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,444,613
shares
|
$593 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,212,609
shares
|
$388 Million
0.04% of portfolio
|
Q3 2025
Added 93.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,990,064
shares
|
$367 Million
0.06% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
3,610,100
shares
|
$332 Million
1.68% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,547,173
shares
|
$326 Million
18.07% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,978,213
shares
|
$274 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,829,515
shares
|
$260 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,693,293
shares
|
$248 Million
0.11% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
2,557,584
shares
|
$235 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,406,215
shares
|
$221 Million
0.07% of portfolio
|
Q3 2025
Added 52.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
2,190,495
shares
|
$202 Million
1.75% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
2,160,502
shares
|
$199 Million
7.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,060,689
shares
|
$190 Million
0.35% of portfolio
|
Q3 2025
Added 108.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,935,540
shares
|
$178 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,477,562
shares
|
$136 Million
0.2% of portfolio
|
Q3 2025
Added 60.48%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,350,000
shares
|
$124 Million
0.23% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
1,350,000
shares
|
$124 Million
0.09% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,247,042
shares
|
$115 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,223,195
shares
|
$113 Million
0.26% of portfolio
|
Q3 2025
Added 0.72%
|
|