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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$35 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
376,829
shares
|
$34.7 Million
2.67% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
360,126
shares
|
$33.1 Million
0.37% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
358,670
shares
|
$33 Million
0.82% of portfolio
|
Q3 2025
Added 101.38%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
355,936
shares
|
$32.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
343,427
shares
|
$31.6 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
341,215
shares
|
$31.4 Million
0.6% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
334,178
shares
|
$30.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
326,534
shares
|
$30 Million
0.53% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
325,368
shares
|
$29.9 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
325,317
shares
|
$29.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 55.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
322,425
shares
|
$29.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$29.2 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
313,622
shares
|
$28.9 Million
0.14% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
309,107
shares
|
$28.4 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
307,661
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2025
Added 35.79%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
298,162
shares
|
$27.4 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
298,025
shares
|
$27.4 Million
1.58% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
288,555
shares
|
$26.6 Million
0.73% of portfolio
|
Q3 2025
Added 36.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
278,478
shares
|
$25.6 Million
0.3% of portfolio
|
Q4 2025
Added 98.68%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
277,399
shares
|
$25.5 Million
2.13% of portfolio
|
Q4 2025
Added 105.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
267,501
shares
|
$24.6 Million
0.16% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
264,780
shares
|
$24.4 Million
0.11% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$24.2 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
262,650
shares
|
$24.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.8%
|
|