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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$80.05 -2.68 (-3.24%)
As of 03:05 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)
1291
Total
Institutional Inflows
(last 12 months)
$3.87B
Number of
Institutional Sellers
(last 12 months)
1010
Total
Institutional Outflows
(last 12 months)
$2.95B
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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
4/30/2025Peddock Capital Advisors LLC17,441$1.63M0.4%+2.9%0.005%
4/30/2025Quotient Wealth Partners LLC7,040$658K0.0%-98.8%0.002%
4/30/2025First Interstate Bank144,220$13.48M0.8%-6.9%0.043%
4/30/2025Topsail Wealth Management LLC700$65K0.0%N/A0.000%
4/30/2025Moloney Securities Asset Management LLC7,089$662K0.1%+10.1%0.002%
4/30/2025Banque Pictet & Cie SA8,160$763K0.0%-4.0%0.002%
4/30/2025Wealth Advisory Solutions LLC19,633$1.84M0.5%+7.4%0.006%
4/30/2025Axxcess Wealth Management LLC15,919$1.49M0.0%-21.2%0.005%
4/30/2025Chemung Canal Trust Co.111,406$10.41M2.3%-1.0%0.033%
4/30/2025Brick & Kyle Associates6,649$616K0.3%-3.0%0.002%
4/30/2025TradeWell Securities LLC.3,461$323K0.2%-25.0%0.001%
4/30/2025Optimum Investment Advisors5,763$539K0.3%+2.5%0.002%
4/30/2025Silverlake Wealth Management LLC5,918$553K0.2%-39.2%0.002%
4/30/2025Trek Financial LLC138,858$12.98M0.9%+72.1%0.042%
4/30/2025AlphaStar Capital Management LLC90,366$8.45M1.0%+836.9%0.027%
4/30/2025Valeo Financial Advisors LLC23,519$2.20M0.1%+2.1%0.007%
4/30/2025M&T Bank Corp34,832$3.26M0.0%-56.2%0.010%
4/30/2025Stratos Wealth Partners LTD.43,055$4.02M0.1%-26.4%0.013%
4/30/2025Stratos Wealth Advisors LLC166,147$15.53M0.8%-10.7%0.050%
4/30/2025Stratos Investment Management LLC2,860$267K0.0%-12.6%0.001%
4/30/2025NTV Asset Management LLC116,567$10.89M1.5%+1.8%0.035%
4/30/2025Sigma Investment Counselors Inc.42,644$3.99M0.2%-4.7%0.013%
4/30/2025Brown Advisory Inc.288,072$26.92M0.0%-1.1%0.086%
4/30/2025Sharper & Granite LLC18,835$1.76M0.7%-2.8%0.006%
4/30/2025Bank Hapoalim BM2,188$204K0.0%N/A0.001%
4/30/2025Alpha Cubed Investments LLC16,788$1.57M0.1%-23.3%0.005%
4/30/2025Pekin Hardy Strauss Inc.48,580$4.54M0.5%-12.3%0.015%
4/30/2025Capital Management Associates Inc4,111$384K0.1%N/A0.001%
4/30/2025Client First Capital LLC32,033$2.99M1.5%+3.7%0.010%
4/30/2025J Hagan Capital Inc.4,624$396K0.4%N/A0.001%
4/29/2025U.S. Capital Wealth Advisors LLC93,272$8.72M0.3%+3.8%0.028%
4/29/2025Richard Bernstein Advisors LLC1,960$183K0.0%-99.7%0.001%
4/29/2025Financial Counselors Inc.25,178$2.35M0.0%+0.7%0.008%
4/29/2025Cooksen Wealth LLC16,172$1.53M1.5%-8.8%0.005%
4/29/2025Wood Tarver Financial Group LLC9,544$892K0.3%-3.5%0.003%
4/29/2025TD Private Client Wealth LLC11,247$1.05M0.0%-3.4%0.003%
4/29/2025Capital Advisors Inc. OK5,607$524K0.0%-9.0%0.002%
4/29/2025Apex Wealth Management LLC3,391$317K0.3%-6.8%0.001%
4/29/2025Envestnet Asset Management Inc.1,756,662$164.16M0.1%-41.7%0.527%
4/29/2025Hexagon Capital Partners LLC5,510$515K0.1%-37.9%0.002%
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4/29/2025Investor s Fiduciary Advisor Network LLC4,128$385K0.2%+4.6%0.001%
4/29/2025Chilton Capital Management LLC1,744$163K0.0%-13.4%0.001%
4/29/2025Pure Portfolios Holdings LLC4,891$457K0.2%+25.2%0.001%
4/29/2025Tradewinds LLC.14,227$1.33M0.4%-6.0%0.004%
4/29/2025Interactive Financial Advisors Inc.16,196$1.51M0.8%+27.1%0.005%
4/29/2025Atlantic Edge Private Wealth Management LLC380$36K0.0%-32.4%0.000%
4/29/2025Vickerman Investment Advisors Inc.106,701$9.97M2.3%-0.3%0.032%
4/29/2025Summit Financial Consulting LLC3,787$354K0.3%N/A0.001%
4/29/2025Novare Capital Management LLC105,359$9.85M0.9%+22.0%0.032%
4/29/2025Quattro Financial Advisors LLC6,151$575K0.2%+17.3%0.002%
4/29/2025Concurrent Investment Advisors LLC60,971$5.70M0.1%-10.1%0.018%
4/29/2025DT Investment Partners LLC2,981$279K0.0%+1,312.8%0.001%
4/29/2025Bank of New York Mellon Corp46,048$4.30M0.0%-21.9%0.014%
4/29/2025World Investment Advisors12,992$1.21M0.0%-3.1%0.004%
4/29/2025Sonata Capital Group Inc.3,430$321K0.1%-3.5%0.001%
4/29/2025Truist Financial Corp560,105$52.34M0.1%-5.0%0.168%
4/29/2025Capital Investment Advisory Services LLC11,058$1.03M0.1%-1.9%0.003%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV8,301$776K0.4%-3.2%0.002%
4/29/2025Strategic Blueprint LLC3,529$330K0.0%-37.5%0.001%
4/29/2025Brookstone Capital Management49,118$4.59M0.1%+29.7%0.015%
4/29/2025SMART Wealth LLC46,455$4.34M1.6%+75.7%0.014%
4/29/2025Harel Insurance Investments & Financial Services Ltd.2,164,752$202.25M2.6%0.0%0.649%
4/29/2025OneDigital Investment Advisors LLC27,247$2.55M0.0%-8.8%0.008%
4/29/2025Avantax Planning Partners Inc.4,223$395K0.0%+14.5%0.001%
4/29/2025Calamos Wealth Management LLC4,462$417K0.0%+65.3%0.001%
4/29/2025MBA Advisors LLC2,758$258K0.1%-14.1%0.001%
4/29/2025 Aurora Private Wealth Inc.6,428$601K0.2%-27.4%0.002%
4/29/2025Onyx Bridge Wealth Group LLC8,089$756K0.1%+10.2%0.002%
4/28/2025 North Capital Inc.900$84K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.104,022$9.72M0.1%+11.8%0.031%
4/28/2025 Mutual Advisors LLC56,581$5.29M0.2%-18.5%0.017%
4/28/2025 Audent Global Asset Management LLC18,857$1.76M1.4%-12.7%0.006%
4/28/2025 Resonant Capital Advisors LLC201,751$18.85M1.3%+4.3%0.060%
4/28/2025 MontVue Capital Management Inc.8,585$802K0.6%-3.3%0.003%
4/28/2025 Capital Investment Counsel Inc11,518$1.08M0.2%-3.4%0.003%
4/28/2025 Lodestone Wealth Management LLC5,639$527K0.3%+2.9%0.002%
4/28/2025 Clune & Associates LTD.6,997$654K0.2%+5.6%0.002%
4/28/2025 First Horizon Advisors Inc.29,845$2.79M0.1%-3.4%0.009%
4/28/2025 Latitude Advisors LLC3,754$351K0.2%-6.3%0.001%
4/28/2025 Strategic Financial Concepts LLC15,853$1.48M0.3%-23.4%0.005%
4/28/2025 Private Trust Co. NA13,426$1.26M0.1%-2.1%0.004%
4/28/2025 Pinnacle Financial Partners Inc48,372$4.51M0.1%-7.2%0.015%
4/28/2025 Fiduciary Group LLC109,416$10.23M1.0%+1.0%0.033%
4/28/2025 Miller Howard Investments Inc. NY3,177$297K0.0%-89.4%0.001%
4/28/2025 Kanawha Capital Management LLC7,861$735K0.1%+2.6%0.002%
4/28/2025 Coastline Trust Co600$56K0.0%-85.8%0.000%
4/28/2025 Redmont Wealth Advisors LLC1,480$138K0.3%N/A0.000%
4/28/2025 Keybank National Association OH122,473$11.45M0.0%-6.4%0.037%
4/28/2025 Money Design Co. Ltd.125,561$11.73M0.6%-12.4%0.038%
4/28/2025 DAVENPORT & Co LLC37,977$3.55M0.0%+0.5%0.011%
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4/28/2025 Provident Co of the Employees of the Hebrew University LTD39,150$3.66M4.2%+1.0%0.012%
4/28/2025 Summit Trail Advisors LLC2,841$265K0.0%-11.2%0.001%
4/28/2025 Longview Financial Advisors Inc.3,028$283K0.2%-30.9%0.001%
4/28/2025 Clear Creek Financial Management LLC22,381$2.09M0.2%+2.2%0.007%
4/28/2025 BLB&B Advisors LLC33,086$3.09M0.2%+7.3%0.010%
4/28/2025 Elevate Capital Advisors LLC17,662$1.65M1.5%-56.5%0.005%
4/28/2025 Vontobel Holding Ltd.77,987$7.29M0.0%-9.5%0.023%
4/28/2025 Rovin Capital UT ADV6,574$614K0.2%-2.0%0.002%
4/28/2025 Astoria Portfolio Advisors LLC.5,392$504K0.2%+69.9%0.002%
4/28/2025 Salomon & Ludwin LLC32,580$3.05M0.3%+7.6%0.010%
(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, 2,148 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. ($678.23M), LPL Financial LLC ($622.54M), Ameriprise Financial Inc. ($336.67M), and Hamilton Capital LLC ($297.49M).Learn more on XLE's institutional investors.

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

Of the 1,858 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. ($3.67M), Raymond James Financial Inc. ($3.36M), Harel Insurance Investments & Financial Services Ltd. ($3.07M), Clal Insurance Enterprises Holdings Ltd ($3.02M), International Assets Investment Management LLC ($2.05M), Charles Schwab Investment Management Inc. ($1.70M), and LPL Financial LLC ($1.57M).

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

Institutional investors have bought a total of 94,411,301 shares in the last 24 months. This purchase volume represents approximately $8.26B in transactions.

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

Of the 1,391 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 ($2.70M), Migdal Insurance & Financial Holdings Ltd. ($2.63M), SPX Gestao de Recursos Ltda ($2.48M), Barclays PLC ($2.44M), 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 79,785,439 shares in the last 24 months. This volume of shares sold represents approximately $6.87B in transactions.


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This page (NYSEARCA:XLE) was last updated on 4/30/2025 by MarketBeat.com Staff
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