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 2,127 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,223,195
shares
|
$113 Million
0.26% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,193,088
shares
|
$110 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,189,380
shares
|
$109 Million
0.13% of portfolio
|
Q3 2025
Added 29.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,101,306
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
1,088,020
shares
|
$100 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
1,027,074
shares
|
$94.5 Million
6.78% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,026,911
shares
|
$94.5 Million
0.7% of portfolio
|
Q3 2022
Added 24.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,012,440
shares
|
$93.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
984,213
shares
|
$90.6 Million
1.02% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
938,460
shares
|
$86.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
929,833
shares
|
$85.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
798,027
shares
|
$73.4 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
781,424
shares
|
$71.9 Million
0.08% of portfolio
|
Q3 2025
Added 10098.69%
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
766,392
shares
|
$70.5 Million
5.5% of portfolio
|
Q4 2025
Added 101.99%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
753,527
shares
|
$69.3 Million
4.36% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
743,054
shares
|
$68.4 Million
0.14% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
710,877
shares
|
$65.4 Million
9.94% of portfolio
|
Q4 2025
Added 103.9%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
692,390
shares
|
$63.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
662,491
shares
|
$61 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
649,867
shares
|
$59.8 Million
2.13% of portfolio
|
Q4 2025
Added 118.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
644,939
shares
|
$59.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
602,459
shares
|
$55.4 Million
0.35% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
578,215
shares
|
$53.2 Million
0.15% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
576,325
shares
|
$53 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
564,511
shares
|
$51.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.79%
|
|