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 2,131 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 22, 2026 Q4 2025 |
553,200
shares
|
$50.9 Million
0.5% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
545,187
shares
|
$50.2 Million
0.29% of portfolio
|
Q3 2025
Added 166.84%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
543,535
shares
|
$50 Million
1.6% of portfolio
|
Q4 2025
Added 101.08%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
536,033
shares
|
$49.3 Million
0.27% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
532,183
shares
|
$49 Million
0.46% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
530,383
shares
|
$48.8 Million
0.04% of portfolio
|
Q3 2025
Added 2875.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
520,133
shares
|
$47.9 Million
0.14% of portfolio
|
Q3 2025
Added 33.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
510,716
shares
|
$47 Million
0.08% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
497,537
shares
|
$45.8 Million
0.07% of portfolio
|
Q4 2025
Added 117.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
491,569
shares
|
$45.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
484,786
shares
|
$44.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
484,626
shares
|
$44.6 Million
0.2% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
479,569
shares
|
$44.1 Million
0.06% of portfolio
|
Q3 2025
Added 9192.17%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
465,506
shares
|
$42.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 61.36%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
457,723
shares
|
$42.1 Million
0.25% of portfolio
|
Q3 2025
Added 60.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
452,610
shares
|
$41.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 82.42%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
434,947
shares
|
$40 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
434,245
shares
|
$40 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
432,840
shares
|
$39.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
429,007
shares
|
$39.5 Million
0.07% of portfolio
|
Q3 2025
Added 81.68%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
428,018
shares
|
$39.4 Million
0.66% of portfolio
|
Q4 2025
Added 98.51%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
411,689
shares
|
$37.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
407,768
shares
|
$37.5 Million
2.54% of portfolio
|
Q4 2025
Added 92.94%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
397,668
shares
|
$36.6 Million
0.42% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
387,900
shares
|
$35.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.54%
|
|