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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$85.96 -0.70 (-0.81%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$85.96 +0.01 (+0.01%)
As of 07/18/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1341
Total
Institutional Inflows
(last 12 months)
$23.88B
Number of
Institutional Sellers
(last 12 months)
1076
Total
Institutional Outflows
(last 12 months)
$3.47B
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XLE Institutional Buying and Selling by Quarter

Energy Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025McGuire Investment Group LLC55,107$4.67M0.6%+41.0%0.017%
7/18/2025Parsons Capital Management Inc. RI60,197$5.11M0.3%-1.0%0.019%
7/18/2025Astor Investment Management LLC15,475$1.31M0.7%N/A0.005%
7/18/2025Pure Financial Advisors LLC2,634$223K0.0%N/A0.001%
7/18/2025Consolidated Planning Corp7,965$675K0.1%+1.8%0.003%
7/18/2025Clarity Financial LLC3,732$316K0.0%+66.5%0.001%
7/18/2025Hudson Value Partners LLC5,735$486K0.2%-4.1%0.002%
7/18/2025Client 1ST Advisory Group LLC6,819$578K0.2%+2.2%0.002%
7/18/2025Trilogy Capital Inc.127,506$10.81M0.5%+715.6%0.040%
7/18/2025Eagle Capital Management LLC14,967$1.27M0.6%+10.6%0.005%
7/18/2025Trust Co. of Vermont420$36K0.0%-35.3%0.000%
7/18/2025Forbes J M & Co. LLP376,244$31.91M2.9%+0.2%0.119%
7/18/2025Bartlett & CO. Wealth Management LLC3,803$323K0.0%+11.8%0.001%
7/18/2025Lynx Investment Advisory12,633$1.07M0.7%+19.9%0.004%
7/18/2025Magnolia Private Wealth LLC3,842$326K0.3%-16.3%0.001%
7/18/2025Childress Capital Advisors LLC2,847$241K0.1%-15.7%0.001%
7/18/2025Provident Wealth Management LLC2,839$241K0.1%-10.0%0.001%
7/18/2025PFG Investments LLC22,208$1.88M0.1%-12.4%0.007%
7/18/2025Consolidated Portfolio Review Corp35,249$2.99M0.4%+10.3%0.011%
7/18/2025Midwest Financial Group LLC30,724$2.61M1.4%-3.0%0.010%
7/18/2025Wetzel Investment Advisors Inc.3,018$256K0.1%-8.3%0.001%
7/18/2025Cooper Financial Group3,216$273K0.0%-52.6%0.001%
7/18/2025Truist Financial Corp545,117$46.23M0.1%-2.7%0.172%
7/18/2025Donald L. Hagan LLC5,798$492K0.2%+8.3%0.002%
7/18/2025Pennsylvania Capital Management Inc. ADV4,884$414K0.1%-21.2%0.002%
7/17/2025 Spectrum Strategic Capital Management LLC20,932$1.78M0.9%+11.1%0.007%
7/17/2025 Capital Investment Advisors LLC93,430$7.92M0.1%-6.3%0.029%
7/17/2025 Centennial Wealth Advisory LLC3,439$294K0.1%+5.6%0.001%
7/17/2025 Sterling Investment Advisors Ltd.9,627$816K0.2%+43.2%0.003%
7/17/2025 Summit Financial Strategies Inc.3,084$262K0.0%+7.0%0.001%
7/17/2025 HB Wealth Management LLC7,296$619K0.0%-49.4%0.002%
7/17/2025 Janney Capital Management LLC167,974$14.25M0.9%-3.9%0.053%
7/17/2025 Janney Montgomery Scott LLC491,768$41.71M0.1%-8.7%0.154%
7/17/2025 Venture Visionary Partners LLC6,566$557K0.0%-50.8%0.002%
7/17/2025 Campion Asset Management4,407$374K0.3%-2.8%0.001%
7/17/2025 Smith Anglin Financial LLC6,808$577K0.1%-2.8%0.002%
7/17/2025 Smith Chas P & Associates PA Cpas16,948$1.44M0.1%+30.7%0.005%
7/17/2025 Elser Financial Planning Inc5,714$496K0.0%N/A0.002%
7/17/2025 Oakworth Capital Inc.288,304$24.45M1.6%+25,481.5%0.090%
7/17/2025 Avondale Wealth Management26,812$2.27M1.3%-10.9%0.008%
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7/17/2025 Fifth Third Securities Inc.48,997$4.16M0.3%-4.5%0.015%
7/17/2025 SWS Partners35,042$2.97M0.8%+1.1%0.011%
7/17/2025 Archford Capital Strategies LLC29,541$2.51M0.3%+13.8%0.009%
7/17/2025 Enclave Advisors LLC144,928$12.29M2.0%-21.1%0.045%
7/17/2025 Sound Income Strategies LLC2,008$170K0.0%+20.5%0.001%
7/17/2025 Capital Insight Partners LLC111,411$9.45M1.6%-8.4%0.035%
7/17/2025 Investment Advisory Services Inc. TX ADV36,989$3.14M1.0%-4.4%0.012%
7/17/2025 Symmetry Partners LLC30,681$2.60M0.3%N/A0.010%
7/17/2025 Grandview Asset Management LLC4,961$421K0.1%+6.7%0.002%
7/17/2025 Tritonpoint Wealth LLC10,403$882K0.1%-53.3%0.003%
7/17/2025 Flywheel Private Wealth LLC6,367$540K0.4%-8.4%0.002%
7/17/2025 Fort Washington Investment Advisors Inc. OH3,500$297K0.0%-12.5%0.001%
7/17/2025 Guyasuta Investment Advisors Inc.2,524$214K0.0%-5.6%0.001%
7/17/2025 Stockman Wealth Management Inc.38,787$3.29M0.4%+5.3%0.012%
7/17/2025 Financial Partners Group LLC4,808$408K0.1%-67.9%0.002%
7/17/2025 Worth Financial Advisory Group LLC8,453$717K0.4%+2.8%0.003%
7/17/2025 Avior Wealth Management LLC15,134$1.28M0.0%-1.3%0.005%
7/17/2025 Keystone Global Partners LLC6,536$554K0.3%-63.4%0.002%
7/17/2025 TBH Global Asset Management LLC9,377$795K0.1%+161.9%0.003%
7/17/2025 KG&L Capital Management LLC7,513$637K0.2%-1.9%0.002%
7/17/2025 SeaBridge Investment Advisors LLC6,590$559K0.1%-14.0%0.002%
7/16/2025 Spirepoint Private Client LLC36,086$3.06M0.3%+3.5%0.011%
7/16/2025 Builder Investment Group Inc. ADV9,775$829K0.2%-2.0%0.003%
7/16/2025 Diversified Enterprises LLC11,488$974K0.1%-19.1%0.004%
7/16/2025 Independent Wealth Network Inc.13,459$1.14M0.4%+5.2%0.004%
7/16/2025 Advisors Management Group Inc. ADV23,000$1.95M0.4%+5.5%0.007%
7/16/2025 Signaturefd LLC5,381$456K0.0%-7.6%0.002%
7/16/2025 ORG Partners LLC475$41K0.0%-80.0%0.000%
7/16/2025 Gradient Capital Advisors LLC4,558$387K0.1%+35.6%0.001%
7/16/2025 Stillwater Capital Advisors LLC76,103$6.45M0.8%+0.3%0.024%
7/16/2025 Highline Wealth Partners LLC351$30K0.0%+588.2%0.000%
7/16/2025 1834 Investment Advisors Co.4,944$419K0.1%-5.6%0.002%
7/16/2025 Eagle Global Advisors LLC4,555$386K0.0%-8.7%0.001%
7/16/2025 One Plus One Wealth Management LLC13,574$1.15M0.6%-7.2%0.004%
7/16/2025 True North Advisors LLC19,200$1.63M0.3%-1.2%0.006%
7/16/2025 ST Germain D J Co. Inc.3,993$339K0.0%+3.0%0.001%
7/16/2025 BOS Asset Management LLC48,902$4.15M1.3%+1.9%0.015%
7/16/2025 Falcon Wealth Planning13,422$1.14M0.1%-52.7%0.004%
7/16/2025 Novem Group4,565$387K0.0%-4.1%0.001%
7/16/2025 Embree Financial Group18,570$1.58M0.2%-33.6%0.006%
7/16/2025 LS Investment Advisors LLC100,336$8.51M1.2%-8.2%0.031%
7/16/2025 Legend Financial Advisors Inc.19,457$1.65M1.1%+3.7%0.006%
7/16/2025 CX Institutional11,888$1.01M0.0%+76.6%0.004%
7/16/2025 Morangie Management LLC13,783$1.17M1.0%-2.9%0.004%
7/16/2025 Brave Asset Management Inc.2,519$214K0.1%-30.7%0.001%
7/16/2025 MBE Wealth Management LLC2,729$231K0.1%N/A0.001%
7/16/2025 AAFMAA Wealth Management & Trust LLC13,966$1.18M0.5%-3.0%0.004%
7/16/2025 Colton Groome Financial Advisors LLC16,144$1.37M0.5%+1.0%0.005%
7/16/2025 Dakota Wealth Management146,052$12.39M0.3%-3.2%0.046%
7/16/2025 Perigon Wealth Management LLC39,584$3.36M0.1%-8.1%0.012%
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7/16/2025 Octavia Wealth Advisors LLC3,172$269K0.0%-12.9%0.001%
7/16/2025 Maridea Wealth Management LLC6,734$571K0.1%-77.1%0.002%
7/16/2025 Magnus Financial Group LLC58,452$4.96M0.4%-0.6%0.018%
7/16/2025 Castleview Partners LLC8,237$699K0.4%-21.8%0.003%
7/15/2025 BigSur Wealth Management LLC39,485$3.35M0.8%-3.9%0.012%
7/15/2025 Herbst Group LLC45,995$3.90M2.3%-1.5%0.014%
7/15/2025 Oxinas Partners Wealth Management LLC9,714$824K0.4%-1.6%0.003%
7/15/2025 Palumbo Wealth Management LLC5,614$476K0.1%-2.2%0.002%
7/15/2025 McAdam LLC9,052$768K0.0%-11.3%0.003%
7/15/2025 Affinity Wealth Management LLC340,423$28.87M4.6%+0.9%0.107%
(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, 2,176 institutional investors and hedge funds held shares of Energy Select Sector SPDR Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($19.44B), Morgan Stanley ($1.49B), JPMorgan Chase & Co. ($981.81M), Goldman Sachs Group Inc. ($750.03M), LPL Financial LLC ($628.99M), Menora Mivtachim Holdings LTD. ($467.96M), and Hsbc Holdings PLC ($319.76M).Learn more on Energy Select Sector SPDR Fund's institutional investors.

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

Of the 1,882 institutional investors that purchased Energy Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($223.05M), JPMorgan Chase & Co. ($6.26M), Menora Mivtachim Holdings LTD. ($4.59M), Raymond James Financial Inc. ($3.36M), Hsbc Holdings PLC ($3.03M), Clal Insurance Enterprises Holdings Ltd ($2.52M), and International Assets Investment Management LLC ($2.05M).

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

Institutional investors have bought a total of 278,602,023 shares in the last 24 months. This purchase volume represents approximately $23.88B in transactions.

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

Of the 1,075 institutional investors that sold Energy Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($2.34M), Bessemer Group Inc. ($2.04M), Envestnet Asset Management Inc. ($1.47M), LPL Financial LLC ($1.47M), Clal Insurance Enterprises Holdings Ltd ($1.46M), Ameriprise Financial Inc. ($1.33M), and State Street Corp ($1.23M).

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

Institutional investors have sold a total of 38,892,034 shares in the last 24 months. This volume of shares sold represents approximately $3.47B in transactions.


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This page (NYSEARCA:XLE) was last updated on 7/19/2025 by MarketBeat.com Staff
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