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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$87.63 -0.14 (-0.16%)
As of 01:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1302
Total
Institutional Inflows
(last 12 months)
$23.67B
Number of
Institutional Sellers
(last 12 months)
1144
Total
Institutional Outflows
(last 12 months)
$4.16B
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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
9/19/2025 Watts Gwilliam & Co. LLC11,936$1.07M0.2%-8.2%0.004%
9/12/2025 Valeo Financial Advisors LLC22,401$1.90M0.0%-4.8%0.007%
9/11/2025 Milestones Private Investment Advisors LLC35,238$2.99M2.2%N/A0.011%
9/9/2025 NWF Advisory Services Inc.4,897$415K0.0%-89.1%0.002%
9/4/2025 Osaic Holdings Inc.920,689$78.27M0.1%-3.1%0.294%
8/29/2025 Evolution Wealth Management Inc.2,444$207K0.3%N/A0.001%
8/29/2025 Centaurus Financial Inc.16,576$1.41M0.1%+24.1%0.005%
8/28/2025 Stark Wealth Management LLC7,634$624K0.9%N/A0.002%
8/27/2025 Orion Porfolio Solutions LLC69,666$5.91M0.1%-16.9%0.022%
8/26/2025 Thrivent Financial for Lutherans87,575$7.43M0.0%-38.4%0.028%
8/25/2025 Promus Capital LLC6,702$568K0.4%+75.9%0.002%
8/25/2025 Silverlake Wealth Management LLC8,585$728K0.2%+45.1%0.003%
8/20/2025 Coppell Advisory Solutions LLC2,390$204K0.0%N/A0.001%
8/19/2025 B. Riley Wealth Advisors Inc.48,236$4.09M0.2%N/A0.015%
8/19/2025 Newbridge Financial Services Group Inc.296$25K0.0%-36.9%0.000%
8/19/2025 Advisory Services Network LLC159,506$13.91M0.2%+23.0%0.051%
8/19/2025 Delos Wealth Advisors LLC661$56K0.0%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC1,053$89K0.0%-61.5%0.000%
8/18/2025 Geneos Wealth Management Inc.92,126$7.81M0.2%+13.3%0.029%
8/18/2025 Caxton Associates LLP13,264$1.13M0.0%N/A0.004%
8/16/2025 Parr Mcknight Wealth Management Group LLC16,977$1.44M0.2%-2.9%0.005%
8/16/2025 Evergreen Capital Management LLC78,754$6.68M0.2%+5.0%0.025%
8/15/2025 Howland Capital Management LLC138,957$11.79M0.5%+4.5%0.044%
8/15/2025 Global View Capital Management LLC3,400$288K0.1%-53.3%0.001%
8/15/2025 Asset Allocation Strategies LLC23,880$2.03M0.4%-3.3%0.008%
8/15/2025 Resources Management Corp CT ADV6,696$568K0.1%-9.4%0.002%
8/15/2025 Corient Private Wealth LLC1,024,395$86.88M0.1%+83.4%0.327%
8/15/2025 Equitable Holdings Inc.160,757$13.63M0.1%+98.9%0.051%
8/15/2025 Florida Financial Advisors LLC10,405$882K0.3%-19.6%0.003%
8/15/2025 Northeast Financial Consultants Inc40,534$3.44M0.1%-3.5%0.013%
8/15/2025 Captrust Financial Advisors171,612$14.55M0.0%-13.3%0.055%
8/15/2025 Blue Chip Partners LLC368,031$31.21M2.5%+3.4%0.117%
8/15/2025 Keel Point LLC21,738$1.84M0.1%+48.8%0.007%
8/15/2025 Manhattan West Asset Management LLC2,598$220K0.1%-41.8%0.001%
8/15/2025 Cooksen Wealth LLC20,263$1.72M1.4%+25.3%0.006%
8/15/2025 WFA of San Diego LLC1,750$148K0.1%N/A0.001%
8/15/2025 Vident Advisory LLC14,307$1.21M0.0%-4.6%0.005%
8/15/2025 Visionary Wealth Advisors35,721$3.03M0.2%-17.2%0.011%
8/15/2025 Tandem Wealth Advisors LLC7,052$598K0.3%+5.7%0.002%
8/15/2025 Tidal Investments LLC10,212$866K0.0%-70.6%0.003%
8/15/2025 Smartleaf Asset Management LLC1,582$135K0.0%+737.0%0.001%
8/15/2025 Snowden Capital Advisors LLC56,533$4.80M0.1%+14.9%0.018%
8/15/2025 Orion Porfolio Solutions LLC69,666$5.91M0.0%-16.9%0.022%
8/15/2025 MML Investors Services LLC407,240$34.54M0.1%+10.7%0.130%
8/15/2025 Monetary Management Group Inc.18,282$1.55M0.4%-8.4%0.006%
8/15/2025 Modern Wealth Management LLC340,214$28.85M0.7%+7.5%0.109%
8/15/2025 IHT Wealth Management LLC45,530$3.86M0.1%-5.5%0.015%
8/15/2025 Fullerton Fund Management Co Ltd.43,500$3.69M0.1%N/A0.014%
8/15/2025 Great Valley Advisor Group Inc.44,405$3.77M0.1%-10.7%0.014%
8/15/2025 Group One Trading LLC38,967$3.31M0.0%N/A0.012%
8/15/2025 Garden State Investment Advisory Services LLC8,309$706K0.2%+28.3%0.003%
8/15/2025 EHP Funds Inc.58,200$4.94M1.7%-50.3%0.019%
8/15/2025 EP Wealth Advisors LLC602,459$51.10M0.3%+6.7%0.192%
8/15/2025 Curi Capital LLC2,531$215K0.0%-8.9%0.001%
8/15/2025 BBR Partners LLC6,448$547K0.0%-2.4%0.002%
8/15/2025 Benjamin Edwards Inc.55,003$4.67M0.1%-2.3%0.018%
8/15/2025 Bluefin Capital Management LLC2,400$204K0.2%N/A0.001%
8/15/2025 Bienville Capital Management LLC24,976$2.12M0.4%-6.7%0.008%
8/15/2025 Black Maple Capital Management LP3,000$254K0.1%-45.5%0.001%
8/15/2025 BlueCrest Capital Management Ltd29,069$2.47M0.1%N/A0.009%
8/15/2025 AQR Capital Management LLC42,216$3.58M0.0%+35.4%0.013%
8/15/2025 Ameriprise Financial Inc.3,294,493$279.42M0.1%+16.4%1.052%
8/14/2025 CTC Alternative Strategies Ltd.36,960$3.14M2.7%N/A0.012%
8/14/2025 Vienna Asset Management LLC7,081$601K0.4%N/A0.002%
8/14/2025 Paloma Partners Management Co12,277$1.04M0.2%N/A0.004%
8/14/2025 Camarda Financial Advisors LLC22,791$1.93M0.8%+7.8%0.007%
8/14/2025 Jupiter Wealth Management LLC48,681$4.17M2.4%+3.4%0.016%
8/14/2025 Unisphere Establishment202,300$17.16M0.1%-4.1%0.065%
8/14/2025 Ausdal Financial Partners Inc.57,392$4.87M0.3%-37.2%0.018%
8/14/2025 Raymond James Financial Inc.2,924,966$248.07M0.1%-6.4%0.934%
8/14/2025 Darwin Wealth Management LLC18,753$1.59M0.6%N/A0.006%
8/14/2025 Transamerica Financial Advisors LLC28,169$2.39M0.2%+14.0%0.009%
8/14/2025 Banco BTG Pactual S.A.3,776$320K0.1%-10.1%0.001%
8/14/2025 Quantinno Capital Management LP42,919$3.64M0.0%+19.8%0.014%
8/14/2025 Diversify Wealth Management LLC2,602$220K0.0%+6.9%0.001%
8/14/2025 Diversify Advisory Services LLC93,275$7.90M0.3%+1.0%0.030%
8/14/2025 Lavaca Capital LLC4,200$356K0.0%+24,605.9%0.001%
8/14/2025 Napa Wealth Management3,023$256K0.1%-56.6%0.001%
8/14/2025 Objective Capital Management LLC5,786$491K0.6%+19.6%0.002%
8/14/2025 Peapack Gladstone Financial Corp264,760$22.45M0.3%-0.8%0.085%
8/14/2025 Hamilton Capital LLC3,547,173$300.84M16.5%+5.9%1.132%
8/14/2025 Vivaldi Capital Management LP5,078$431K0.1%+5.3%0.002%
8/14/2025 HUB Investment Partners LLC6,595$559K0.0%-2.3%0.002%
8/14/2025 Ieq Capital LLC54,085$4.59M0.0%+6.1%0.017%
8/14/2025 Main Street Financial Solutions LLC9,566$811K0.1%-7.5%0.003%
8/14/2025 Glenview Trust co6,251$530K0.0%-7.8%0.002%
8/14/2025 The Manufacturers Life Insurance Company 44,914$3.81M0.0%-84.3%0.014%
8/14/2025 German American Bancorp Inc.4,749$403K0.0%-9.1%0.002%
8/14/2025 Frisch Financial Group Inc.28,229$2.39M0.6%N/A0.009%
8/14/2025 Blue Door Asset Management LLC20,000$1.70M0.9%N/A0.006%
8/14/2025 NewEdge Advisors LLC163,240$13.84M0.1%+4.0%0.052%
8/14/2025 Menora Mivtachim Holdings LTD.2,936,400$249.04M1.4%-41.4%0.937%
8/14/2025 Stamos Capital Partners L.P.25,382$2.15M0.4%+68.4%0.008%
8/14/2025 Qube Research & Technologies Ltd7,662$650K0.0%-97.4%0.002%
8/14/2025 Tripletail Wealth Management LLC2,745$232K0.3%N/A0.001%
8/14/2025 Maven Securities LTD8,901$755K0.0%+163.9%0.003%
8/14/2025 Obsidian Personal Planning Solutions LLC47,674$4.04M1.6%+5.6%0.015%
8/14/2025 SVB Wealth LLC3,405$289K0.0%+30.4%0.001%
8/14/2025 WINTON GROUP Ltd34,619$2.94M0.1%-34.1%0.011%
8/14/2025 Ally Invest Advisors Inc.3,951$335K0.0%+5.2%0.001%
(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, 2,158 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. ($789.15M), Goldman Sachs Group Inc. ($750.03M), LPL Financial LLC ($628.99M), Hamilton Capital LLC ($300.84M), and Barclays PLC ($280.44M).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 1,884 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 ($2.96M), 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 276,736,385 shares in the last 24 months. This purchase volume represents approximately $23.67B in transactions.

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

Of the 1,144 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), Menora Mivtachim Holdings LTD. ($2.07M), Bessemer Group Inc. ($2.05M), Envestnet Asset Management Inc. ($1.66M), JPMorgan Chase & Co. ($1.61M), LPL Financial LLC ($1.47M), and Clal Insurance Enterprises Holdings Ltd ($1.46M).

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

Institutional investors have sold a total of 47,328,631 shares in the last 24 months. This volume of shares sold represents approximately $4.16B in transactions.


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This page (NYSEARCA:XLE) was last updated on 9/22/2025 by MarketBeat.com Staff
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