Free Trial

Energy Select Sector SPDR Fund (XLE) Institutional Ownership

→ Is Tesla going out of business? (From DTI) (Ad)
Free XLE Stock Alerts
$93.29
+0.72 (+0.78%)
(As of 05/6/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1195
Total
Institutional Inflows
(last 12 months)
$4.43B
Number of
Institutional Sellers
(last 12 months)
943
Total
Institutional Outflows
(last 12 months)
$3.68B
Get XLE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Energy Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XLE Institutional Buying and Selling by Quarter

Energy Select Sector SPDR Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024Advisory Services Network LLC146,603$13.84M0.3%-3.6%0.034%
5/6/2024Advisory Alpha LLC192,273$18.15M0.7%+25.8%0.044%
5/4/2024Howland Capital Management LLC2,200$208K0.0%N/A0.001%
5/4/2024SPC Financial Inc.25,110$2.37M0.2%+6.4%0.006%
5/4/2024Beacon Bridge Wealth Partners LLC7,168$677K0.3%+42.0%0.002%
5/4/2024Geneos Wealth Management Inc.183,697$17.34M0.8%+74.0%0.042%
5/4/2024Essex LLC15,385$1.45M0.3%+5.3%0.004%
5/4/2024Riggs Asset Managment Co. Inc.98,189$9.27M2.7%+1.9%0.023%
5/4/2024Valley Wealth Managers Inc.2,310$218K0.0%-7.3%0.001%
5/4/2024Csenge Advisory Group51,948$4.90M0.3%+86.0%0.012%
5/4/2024Joseph P. Lucia & Associates LLC34,082$3.22M1.7%+34.1%0.008%
5/4/2024Capital Management Associates NY5,820$549K0.7%+15.6%0.001%
5/3/2024MontVue Capital Management Inc.9,311$879K0.8%-3.1%0.002%
5/3/2024Embree Financial Group30,670$2.90M0.6%-18.1%0.007%
5/3/2024Avidian Wealth Solutions LLC16,858$1.59M0.1%-13.1%0.004%
5/3/2024Larson Financial Group LLC766$72K0.0%-28.5%0.000%
5/3/2024Callan Capital LLC13,920$1.31M0.1%-4.9%0.003%
5/3/2024MRA Advisory Group2,651$250K0.1%-20.1%0.001%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors18,688$1.76M0.2%+20.4%0.004%
5/3/2024Rehmann Capital Advisory Group5,179$489K0.0%-2.1%0.001%
5/3/2024Chevy Chase Trust Holdings LLC22,332$2.11M0.0%+7.4%0.005%
5/3/2024Commerce Bank73,841$6.97M0.0%-14.4%0.017%
5/3/2024Wellington Shields Capital Management LLC30,124$2.84M0.5%+19.2%0.007%
5/3/2024Wellington Shields & Co. LLC4,900$463K0.2%-13.9%0.001%
5/3/2024Pictet North America Advisors SA16,507$1.56M0.2%-16.1%0.004%
5/3/2024Comprehensive Financial Consultants Institutional Inc.5,350$505K0.2%-12.7%0.001%
5/3/2024Whittier Trust Co. of Nevada Inc.1,676$158K0.0%+32.2%0.000%
5/3/2024Patron Partners LLC3,753$354K0.2%-10.9%0.001%
5/3/2024Whittier Trust Co.8,961$846K0.0%-3.8%0.002%
5/2/2024Mutual Advisors LLC62,677$5.92M0.2%-28.4%0.014%
5/2/2024Diversified LLC14,033$1.33M0.2%-1.0%0.003%
5/2/2024Salomon & Ludwin LLC51,524$4.89M0.4%+4.2%0.012%
5/2/2024RiverFront Investment Group LLC702,382$66.31M1.9%+7.2%0.162%
5/2/2024First Command Advisory Services Inc.4,790$452K0.0%-17.0%0.001%
5/2/2024USAdvisors Wealth Management LLC10,815$1.01M0.4%-2.0%0.002%
5/2/2024Blume Capital Management Inc.165,728$15.65M3.8%+1.0%0.038%
5/2/2024Financial Counselors Inc.23,919$2.26M0.0%+0.9%0.006%
5/2/2024Jennison Associates LLC26,673$2.52M0.0%+31.7%0.006%
5/2/2024Summit Financial Wealth Advisors LLC9,332$881K0.2%+49.5%0.002%
5/2/2024Centerpoint Advisors LLC1,693$160K0.1%+141.9%0.000%
Oil Surge Predicted... But Are You Ready (Ad)

Do you own oil and gas stocks? Or are you thinking about buying some? If so, you need to see this.

All the details are right here:
5/2/2024Graypoint LLC56,504$5.34M0.4%-47.4%0.013%
5/2/2024Stack Financial Management Inc2,527$239K0.0%N/A0.001%
5/2/2024Consolidated Planning Corp8,213$775K0.1%-1.6%0.002%
5/2/2024Pittenger & Anderson Inc.149,499$14.11M0.6%-0.2%0.035%
5/2/2024Curran Financial Partners LLC2,141$202K0.1%N/A0.000%
5/2/2024Lincoln National Corp59,490$5.62M0.1%-6.0%0.014%
5/2/2024Almanack Investment Partners LLC.67,853$6.41M1.1%+9.6%0.016%
5/2/2024Bryn Mawr Capital Management LLC96,034$9.07M0.5%-0.2%0.022%
5/2/2024Fidelis Capital Partners LLC21,041$1.99M0.3%+12.7%0.005%
5/2/2024Goelzer Investment Management Inc.10,103$954K0.1%-1.9%0.002%
5/2/2024BNP Paribas7,574$715K0.0%N/A0.002%
5/2/2024Choreo LLC15,526$1.47M0.0%-36.1%0.004%
5/2/2024BW Gestao de Investimentos Ltda.60,000$5.67M0.2%N/A0.014%
5/2/2024 Family Firm Inc.20,283$1.92M0.5%-1.4%0.005%
5/2/2024 Comprehensive Wealth Management LLC7,097$670K0.5%+8.8%0.002%
5/2/2024 Lewis Asset Management LLC4,728$446K0.4%+14.2%0.001%
5/2/2024 Seelaus Asset Management LLC6,139$580K0.6%+4.2%0.001%
5/2/2024 Moloney Securities Asset Management LLC9,453$892K0.1%-4.2%0.002%
5/2/2024 Greenwood Capital Associates LLC5,393$509K0.1%-24.7%0.001%
5/2/2024 REDW Wealth LLC5,800$548K0.1%-8.7%0.001%
5/2/2024 Hanlon Investment Management Inc.4,213$398K0.1%N/A0.001%
5/2/2024 High Note Wealth LLC56,637$5.35M1.7%+8.2%0.013%
5/1/2024 GLOBALT Investments LLC GA9,092$858K0.0%-5.7%0.002%
5/1/2024 5th Street Advisors LLC44,103$4.16M2.4%N/A0.010%
5/1/2024 Wakefield Asset Management LLLP13,433$1.27M0.4%N/A0.003%
5/1/2024 StoneX Group Inc.12,945$1.22M0.1%+2.1%0.003%
5/1/2024 Resonant Capital Advisors LLC173,215$16.35M1.4%+4.5%0.040%
5/1/2024 Janney Capital Management LLC138,152$13.04M0.9%-1.6%0.032%
5/1/2024 KFA Private Wealth Group LLC2,859$270K0.1%+14.5%0.001%
5/1/2024 1834 Investment Advisors Co.11,933$1.13M0.1%-9.4%0.003%
5/1/2024 Janney Montgomery Scott LLC586,963$55.42M0.2%-0.1%0.135%
5/1/2024 Peterson Wealth Services2,627$248K0.1%-62.8%0.001%
5/1/2024 Blue Trust Inc.64,827$6.12M0.1%+70.0%0.015%
5/1/2024 Source Financial Advisors LLC33,914$3.20M1.0%-1.2%0.008%
5/1/2024 Centric Wealth Management6,716$628K0.2%+89.9%0.002%
5/1/2024 Ascent Wealth Partners LLC78,826$7.44M1.1%+0.6%0.018%
5/1/2024 Mirae Asset Global Investments Co. Ltd.92,472$8.73M0.0%-40.6%0.021%
5/1/2024 Concourse Financial Group Securities Inc.43,780$4.13M0.3%-12.6%0.010%
5/1/2024 BOK Financial Private Wealth Inc.13,118$1.24M0.1%-6.8%0.003%
5/1/2024 Financial Guidance Group Inc.68,974$6.51M4.2%+0.7%0.016%
5/1/2024 Prosperity Consulting Group LLC5,619$530K0.1%+113.8%0.001%
5/1/2024 Retirement Group LLC7,891$745K0.3%-56.0%0.002%
5/1/2024 Mission Wealth Management LP21,606$2.04M0.1%+4.3%0.005%
5/1/2024 Starfox Financial Services LLC31,594$3.01M2.5%+11.3%0.007%
5/1/2024 Bray Capital Advisors40,638$3.84M1.0%+0.7%0.009%
5/1/2024 Worth Financial Advisory Group LLC7,852$741K0.5%-1.7%0.002%
5/1/2024 Sequoia Financial Advisors LLC39,889$3.77M0.0%+1.8%0.009%
5/1/2024 Diversify Advisory Services LLC106,771$10.16M0.6%N/A0.025%
4/30/2024 Private Advisor Group LLC637,520$60.19M0.4%+13.9%0.148%
4/30/2024 Consolidated Portfolio Review Corp5,054$477K0.1%N/A0.001%
Jeff Bezos Just Humiliated Elon Musk (Ad)

The Next Nvidia? Wall Street legend has just uncovered one tiny Maryland company that could become the next Nvidia. Few in the media are talking about this story yet… but in the next 6 months that’s all they’ll talk about.

Go here now for this breaking story.
4/30/2024 Lodestone Wealth Management LLC5,148$486K0.3%+5.7%0.001%
4/30/2024 J.W. Cole Advisors Inc.55,619$5.25M0.3%+20.0%0.013%
4/30/2024 Astor Investment Management LLC33,513$3.16M1.3%+20.3%0.008%
4/30/2024 Granite Harbor Advisors Inc.19,249$1.82M1.2%-1.1%0.004%
4/30/2024 Hartline Investment Corp9,910$936K0.2%N/A0.002%
4/30/2024 North Star Investment Management Corp.6,307$595K0.0%+64.5%0.001%
4/30/2024 Norden Group LLC6,295$594K0.0%N/A0.001%
4/30/2024 Van ECK Associates Corp54,401$5.14M0.0%-29.0%0.013%
4/30/2024 Fortis Group Advisors LLC51,357$4.85M0.9%+446.6%0.012%
4/30/2024 SWS Partners27,719$2.62M0.8%-7.7%0.006%
(Data available from 1/1/2016 forward)

XLE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLE shares?

During the previous two years, 2,009 institutional investors and hedge funds held shares of Energy Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($10.67B), Scissortail Wealth Management LLC ($2.39B), Morgan Stanley ($1.49B), JPMorgan Chase & Co. ($728.93M), LPL Financial LLC ($688.62M), Ameriprise Financial Inc. ($359.89M), and FMR LLC ($312.40M).Learn more on XLE's institutional investors.

Which institutional investors have been buying Energy Select Sector SPDR Fund stock?

Of the 1,778 institutional investors that purchased Energy Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($10.03M), Allianz Asset Management GmbH ($5.37M), SPX Gestao de Recursos Ltda ($5.27M), CFS Investment Advisory Services LLC ($4.66M), Rezny Wealth Management Inc. ($4.08M), Harel Insurance Investments & Financial Services Ltd. ($3.09M), and Summit Rock Advisors LP ($2.32M).

How much institutional buying is happening at Energy Select Sector SPDR Fund?

Institutional investors have bought a total of 143,795,990 shares in the last 24 months. This purchase volume represents approximately $11.60B in transactions.

Which Energy Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 1,325 institutional investors that sold Energy Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($7.71M), Prudential PLC ($7.22M), SPX Gestao de Recursos Ltda ($5.61M), CFS Investment Advisory Services LLC ($4.70M), JPMorgan Chase & Co. ($3.33M), Barclays PLC ($2.44M), and Migdal Insurance & Financial Holdings Ltd. ($2.40M).

How much institutional selling is happening at Energy Select Sector SPDR Fund?

Institutional investors have sold a total of 107,661,659 shares in the last 24 months. This volume of shares sold represents approximately $8.63B in transactions.


Related Companies:
This page (NYSEARCA:XLE) was last updated on 5/6/2024 by MarketBeat.com Staff

From Our Partners
No experience to confident trader, meet my student…
Wealth Builders Institute
Biden’s $374B Giveaway Into This Sector
DTI
AI “wealth window” is closing June 25th
Paradigm Press
Don’t Miss Out on the AI Gold Rush That’s Just Getting Started
Banyan Hill Publishing
Revealed: The Unknown Biotech Powering AI in Healthcare
Behind the Markets
The only accurate crypto trading system I know …
Weiss Ratings
Oil Surge Predicted... But Are You Ready
The Oxford Club
Make this ONE trade on Tuesday at 2 p.m. EST!
Monument Traders Alliance