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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$83.57 +0.16 (+0.19%)
Closing price 06/9/2025 04:10 PM Eastern
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$84.19 +0.62 (+0.74%)
As of 06:26 AM 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)
1346
Total
Institutional Inflows
(last 12 months)
$4.97B
Number of
Institutional Sellers
(last 12 months)
1058
Total
Institutional Outflows
(last 12 months)
$3.42B
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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
6/3/2025 CBIZ Investment Advisory Services LLC434$41K0.0%N/A0.000%
6/2/2025 Modern Wealth Management LLC316,623$29.59M0.9%+5.3%0.098%
5/29/2025 Nova Wealth Management Inc.3,415$319K0.3%-48.9%0.001%
5/28/2025 Wealth Management Associates Inc.2,486$232K0.1%N/A0.001%
5/28/2025 Turn8 Private Wealth Inc.61,135$5.72M4.5%-19.5%0.019%
5/27/2025 Jacobi Capital Management LLC16,784$1.57M0.1%-0.9%0.005%
5/27/2025 Advisors Capital Management LLC3,366$315K0.0%N/A0.001%
5/27/2025 SWS Partners34,649$3.24M1.0%-6.8%0.011%
5/23/2025 Thor Trading Advisors LLC192,156$17.96M8.2%N/A0.059%
5/22/2025 BOS Asset Management LLC47,997$4.49M1.5%+8.5%0.015%
5/21/2025 Indiana Trust & Investment Management Co2,599$243K0.1%-6.6%0.001%
5/21/2025 MBL Wealth LLC6,975$652K0.1%-5.7%0.002%
5/21/2025 McAdam LLC10,205$954K0.1%-14.5%0.003%
5/21/2025 Geneos Wealth Management Inc.81,278$7.60M0.3%+48.8%0.025%
5/20/2025 Acorns Advisers LLC7,021$656K0.0%+32.5%0.002%
5/20/2025 Belpointe Asset Management LLC45,106$4.21M0.2%-15.5%0.014%
5/20/2025 Jupiter Wealth Management LLC47,059$4.40M2.8%-21.6%0.015%
5/20/2025 Focus Partners Wealth358,999$33.55M0.1%-18.8%0.111%
5/20/2025 Flaharty Asset Management LLC713$67K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.18,529$1.73M0.1%+193.6%0.006%
5/20/2025 Glenview Trust co6,782$634K0.0%+2.5%0.002%
5/20/2025 Aspen Investment Management Inc13,194$1.23M0.6%+230.3%0.004%
5/19/2025 Advisory Alpha LLC207,062$19.35M0.7%+59.5%0.064%
5/19/2025 Client 1ST Advisory Group LLC6,669$623K0.2%+6.3%0.002%
5/19/2025 SCS Capital Management LLC21,599$2.02M0.0%+12.7%0.007%
5/16/2025 Wilson & Boucher Capital Management LLC13,100$1.22M0.9%+8.5%0.004%
5/16/2025 Northeast Financial Consultants Inc41,992$3.92M0.2%-22.3%0.013%
5/16/2025 Ascent Group LLC2,462$230K0.0%N/A0.001%
5/16/2025 Arete Wealth Advisors LLC12,807$1.20M0.1%+7.1%0.004%
5/16/2025 Great Lakes Advisors LLC6,343$593K0.0%-86.5%0.002%
5/16/2025 Signature Estate & Investment Advisors LLC387,861$36.25M1.0%-13.1%0.120%
5/16/2025 Hamilton Capital LLC3,350,019$313.06M18.9%+0.8%1.035%
5/16/2025 Everstar Asset Management LLC11,525$1.08M0.2%-42.4%0.004%
5/16/2025 Ashton Thomas Private Wealth LLC128,801$12.04M0.5%+8.7%0.040%
5/16/2025 Guardian Partners Inc.58,990$5.51M0.6%N/A0.018%
5/16/2025 Jones Financial Companies Lllp5,373$459K0.0%-95.1%0.002%
5/16/2025 Obsidian Personal Planning Solutions LLC45,156$4.22M1.9%N/A0.014%
5/16/2025 Coordinated Financial Services Inc. CO4,889$457K0.4%N/A0.002%
5/16/2025 Talon Private Wealth LLC5,083$475K0.1%-61.0%0.002%
5/16/2025 Tamar Securities LLC56,436$5.27M0.7%+0.5%0.017%
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5/16/2025 Raab & Moskowitz Asset Management LLC3,563$333K0.1%+12.8%0.001%
5/16/2025 Redwood Financial Network Corp6,965$651K0.5%-11.8%0.002%
5/16/2025 Rise Advisors LLC39,112$3.66M1.6%+16,686.3%0.012%
5/16/2025 Pacific Center for Financial Services4,083$382K0.1%+968.8%0.001%
5/16/2025 NewEdge Advisors LLC156,968$14.67M0.1%-7.9%0.049%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.101,734$9.51M0.0%N/A0.031%
5/16/2025 Integrated Wealth Concepts LLC139,625$13.05M0.2%-21.8%0.043%
5/16/2025 Concentric Capital Strategies LP66,050$6.17M0.6%-25.7%0.020%
5/16/2025 Curi RMB Capital LLC2,778$260K0.0%N/A0.001%
5/16/2025 AQR Capital Management LLC31,187$2.91M0.0%+8.6%0.010%
5/16/2025 AlTi Global Inc.94,574$8.84M0.2%-9.3%0.029%
5/16/2025 Ancora Advisors LLC30,137$2.82M0.1%-51.9%0.009%
5/16/2025 5th Street Advisors LLC30,268$2.83M1.4%-44.0%0.009%
5/15/2025 Promethium Advisors LLC4,655$435K0.3%N/A0.001%
5/15/2025 EP Wealth Advisors LLC564,828$52.78M0.4%+0.9%0.175%
5/15/2025 First Manhattan CO. LLC.16,714$1.56M0.0%-9.7%0.005%
5/15/2025 GW Henssler & Associates Ltd.74,929$7.00M0.4%-24.8%0.023%
5/15/2025 Capital Investment Counsel LLC12,987$1.21M0.2%-10.0%0.004%
5/15/2025 Focus Partners Advisor Solutions LLC9,627$900K0.0%+34.3%0.003%
5/15/2025 First Financial Bankshares Inc6,696$626K0.0%N/A0.002%
5/15/2025 Ameriflex Group Inc.14,574$1.36M0.6%-9.5%0.005%
5/15/2025 Flputnam Investment Management Co.3,362$314K0.0%-69.3%0.001%
5/15/2025 Betterment LLC8,101$757K0.0%+8.6%0.003%
5/15/2025 Caption Management LLC27,926$2.61M0.0%-75.8%0.009%
5/15/2025 MAI Capital Management140,908$13.17M0.1%-10.2%0.044%
5/15/2025 Calton & Associates Inc.16,288$1.52M0.3%+159.6%0.005%
5/15/2025 DRW Securities LLC18,628$1.74M0.0%-67.5%0.006%
5/15/2025 FRG Family Wealth Advisors LLC3,480$325K0.1%-42.8%0.001%
5/15/2025 Centric Wealth Management18,712$1.75M0.5%+115.7%0.006%
5/15/2025 Titleist Asset Management LLC28,186$2.63M0.3%-2.2%0.009%
5/15/2025 Baird Financial Group Inc.387,811$36.24M0.1%-38.4%0.120%
5/15/2025 Pinnacle Wealth Planning Services Inc.17,446$1.63M0.2%+8.1%0.005%
5/15/2025 Activest Wealth Management23,741$2.22M0.6%-10.1%0.007%
5/15/2025 Corsair Capital Management L.P.3,337$312K0.1%-49.7%0.001%
5/15/2025 Vident Advisory LLC14,991$1.40M0.0%-5.9%0.005%
5/15/2025 Evergreen Capital Management LLC74,985$7.01M0.2%+1.9%0.023%
5/15/2025 The Manufacturers Life Insurance Company 285,670$26.70M0.0%+1,664.9%0.088%
5/15/2025 Trexquant Investment LP2,544$238K0.0%-69.9%0.001%
5/15/2025 Hanover Advisors Inc.4,482$419K0.2%-8.9%0.001%
5/15/2025 Itau Unibanco Holding S.A.67,338$6.29M0.2%-40.8%0.021%
5/15/2025 Landscape Capital Management L.L.C.83,034$7.76M0.7%+43.1%0.026%
5/15/2025 Mission Creek Capital Partners Inc.8,798$822K0.2%-3.8%0.003%
5/15/2025 Northstar Financial Companies Inc.2,498$233K0.3%-35.8%0.001%
5/15/2025 D L Carlson Investment Group Inc.111,726$10.44M2.0%-5.0%0.035%
5/14/2025 Wealth Preservation Advisors LLC333$31K0.0%N/A0.000%
5/14/2025 Transamerica Financial Advisors LLC24,716$2.31M0.2%+2.9%0.008%
5/14/2025 Ieq Capital LLC50,984$4.76M0.0%+86.8%0.016%
5/14/2025 CreativeOne Wealth LLC47,388$4.43M0.1%-57.9%0.015%
5/14/2025 Warwick Investment Management Inc.79,037$7.39M1.5%+0.5%0.024%
5/14/2025 Quadcap Wealth Management LLC7,995$747K0.1%-23.1%0.002%
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5/14/2025 Per Stirling Capital Management LLC.24,236$2.27M0.3%+72.0%0.007%
5/14/2025 PKS Advisory Services LLC10,996$1.03M0.3%-1.4%0.003%
5/14/2025 Luminist Capital LLC12,425$1.17M1.3%+119.4%0.004%
5/14/2025 Full Sail Capital LLC165,838$15.50M1.0%-5.5%0.051%
5/14/2025 Apexium Financial LP36,804$3.44M0.2%+30.4%0.011%
5/14/2025 Tandem Wealth Advisors LLC6,670$623K0.3%+12.3%0.002%
5/14/2025 Comerica Bank146,050$13.65M0.1%+12.8%0.045%
5/14/2025 Freedom Investment Management Inc.13,616$1.27M0.1%-37.6%0.004%
5/14/2025 Synovus Financial Corp64,303$6.01M0.1%-0.8%0.020%
5/14/2025 Quantitative Investment Management LLC1,136,868$106.24M9.8%N/A0.351%
(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, 2,173 institutional investors and hedge funds held shares of Energy Select Sector SPDR Fund. The most heavily invested institutionals were 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), Hsbc Holdings PLC ($319.76M), and Hamilton Capital LLC ($313.06M).Learn more on XLE's institutional investors.

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

Of the 1,876 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. ($6.26M), Menora Mivtachim Holdings LTD. ($4.59M), Raymond James Financial Inc. ($3.36M), Harel Insurance Investments & Financial Services Ltd. ($3.06M), 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 104,650,522 shares in the last 24 months. This purchase volume represents approximately $9.28B in transactions.

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

Of the 1,412 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: LPL Financial LLC ($3.16M), SPX Gestao de Recursos Ltda ($2.48M), Barclays PLC ($2.44M), Goldman Sachs Group Inc. ($2.34M), Charles Schwab Investment Management Inc. ($2.32M), Bessemer Group Inc. ($2.05M), and Clal Insurance Enterprises Holdings Ltd ($2.00M).

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

Institutional investors have sold a total of 78,879,965 shares in the last 24 months. This volume of shares sold represents approximately $6.88B in transactions.


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This page (NYSEARCA:XLE) was last updated on 6/10/2025 by MarketBeat.com Staff
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