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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$84.39 -0.33 (-0.39%)
Closing price 08/7/2025 04:10 PM Eastern
Extended Trading
$84.80 +0.42 (+0.49%)
As of 08:31 AM 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)
1301
Total
Institutional Inflows
(last 12 months)
$23.52B
Number of
Institutional Sellers
(last 12 months)
1109
Total
Institutional Outflows
(last 12 months)
$3.81B
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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
8/8/2025SBI Securities Co. Ltd.15,484$1.31M0.0%+9.4%0.005%
8/8/2025Turn8 Private Wealth Inc.61,800$5.24M3.8%+1.1%0.019%
8/8/2025Advyzon Investment Management LLC23,849$2.02M0.4%+64.6%0.008%
8/8/2025VeraBank N.A.4,230$359K0.1%N/A0.001%
8/7/2025Verus Capital Partners LLC13,933$1.18M0.1%+3.6%0.004%
8/7/2025PCG Asset Management LLC10,532$893K0.8%-2.4%0.003%
8/7/2025PCG Wealth Advisors LLC4,584$389K0.2%+11.8%0.001%
8/7/2025Fagan Associates Inc.85,795$7.28M1.1%-2.2%0.027%
8/7/2025New England Private Wealth Advisors LLC4,348$381K0.1%-18.4%0.001%
8/7/2025CENTRAL TRUST Co35,248$2.99M0.1%-20.7%0.011%
8/7/2025Ellerson Group Inc. ADV21,010$1.78M1.2%-14.5%0.007%
8/7/2025Blackston Financial Advisory Group LLC5,850$496K0.2%-6.6%0.002%
8/7/2025Birchcreek Wealth Management LLC8,035$681K0.4%+19.2%0.003%
8/7/2025Ibex Wealth Advisors29,118$2.47M0.3%+31.8%0.009%
8/7/2025Cahill Financial Advisors Inc.5,645$479K0.1%-26.9%0.002%
8/7/2025Alpha Cubed Investments LLC14,076$1.19M0.0%-16.2%0.004%
8/7/2025Allworth Financial LP49,833$4.23M0.0%+18.8%0.016%
8/7/2025Americana Partners LLC4,356$370K0.0%+4.2%0.001%
8/7/2025BOK Financial Private Wealth Inc.2,473$210K0.0%-8.2%0.001%
8/7/2025Fountainhead AM LLC5,354$454K0.1%-4.5%0.002%
8/7/2025Joseph Group Capital Management1,023$87K0.0%-32.8%0.000%
8/7/2025PFG Advisors39,643$3.36M0.1%+0.6%0.012%
8/7/2025Winthrop Capital Management LLC41,065$3.48M0.9%+10.3%0.013%
8/7/2025Midwest Trust Co25,217$2.14M0.0%N/A0.008%
8/7/20251ST Source Bank5,689$482K0.0%-16.2%0.002%
8/7/2025Marathon Trading Investment Management LLC950$81K0.0%-97.2%0.000%
8/7/2025Parkside Financial Bank & Trust8,953$759K0.1%+2.0%0.003%
8/6/2025 Prospera Financial Services Inc44,067$3.74M0.1%-22.6%0.014%
8/6/2025 AGF Management Ltd.364,521$30.92M0.1%-35.4%0.115%
8/6/2025 Disciplined Investors L.L.C.2,614$222K0.2%-16.6%0.001%
8/6/2025 Bensler LLC4,029$342K0.0%-6.9%0.001%
8/6/2025 AE Wealth Management LLC188,845$16.02M0.1%-26.1%0.059%
8/6/2025 Garrison Point Advisors LLC2,720$231K0.1%-6.5%0.001%
8/6/2025 Fox Run Management L.L.C.40,200$3.41M0.6%-60.4%0.013%
8/6/2025 Penserra Capital Management LLC41,318$3.50M0.0%N/A0.013%
8/6/2025 Rovin Capital UT ADV5,240$444K0.1%-20.3%0.002%
8/6/2025 Nvwm LLC8,767$744K0.2%+2.7%0.003%
8/6/2025 Innealta Capital LLC13,627$1.16M0.6%-83.0%0.004%
8/6/2025 Bryn Mawr Trust Advisors LLC95,550$8.10M0.4%+2.9%0.030%
8/6/2025 Maltin Wealth Management Inc.16,512$1.40M0.6%-2.1%0.005%
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8/6/2025 Pekin Hardy Strauss Inc.45,399$3.85M0.4%-6.5%0.014%
8/6/2025 Atlas Legacy Advisors LLC7,587$643K0.1%+58.2%0.002%
8/6/2025 Savant Capital LLC38,780$3.29M0.0%-4.5%0.012%
8/6/2025 Forbes Financial Planning Inc.14,293$1.21M0.8%-34.9%0.005%
8/6/2025 Modera Wealth Management LLC5,944$504K0.0%+2.7%0.002%
8/6/2025 OneAscent Family Office LLC55,659$4.72M4.5%+29.6%0.018%
8/6/2025 Soltis Investment Advisors LLC7,468$633K0.0%+3.5%0.002%
8/6/2025 Mascagni Wealth Management Inc.5,263$446K0.4%-15.7%0.002%
8/6/2025 Flagship Private Wealth LLC2,624$223K0.1%-5.3%0.001%
8/6/2025 Long Run Wealth Advisors LLC76,979$6.53M1.4%+9.4%0.024%
8/6/2025 Golden State Wealth Management LLC6,831$579K0.1%-17.7%0.002%
8/6/2025 Commonwealth Equity Services LLC1,026,551$87.06M0.1%+0.7%0.323%
8/6/2025 SouthState Corp24,963$2.12M0.1%-1.2%0.008%
8/6/2025 Black Swift Group LLC185,052$15.69M3.2%+10.6%0.058%
8/6/2025 Ethos Financial Group LLC133,982$11.36M1.0%-3.4%0.042%
8/6/2025 Centerpoint Advisory Group2,443$207K0.2%-19.7%0.001%
8/6/2025 Atlantic Union Bankshares Corp18,250$1.55M0.0%N/A0.006%
8/6/2025 SP Asset Management LLC181,859$15.42M1.3%-0.6%0.057%
8/6/2025 First Horizon Advisors Inc.28,432$2.41M0.1%-4.7%0.009%
8/6/2025 Csenge Advisory Group30,607$2.50M0.1%+0.8%0.010%
8/6/2025 SNS Financial Group LLC18,008$1.53M0.1%+3.1%0.006%
8/6/2025 Stonebridge Financial Planning Group LLC9,267$786K0.3%-4.4%0.003%
8/6/2025 Moors & Cabot Inc.15,776$1.34M0.1%-14.6%0.005%
8/6/2025 Simmons Bank33,577$2.85M0.2%-2.5%0.011%
8/5/2025 Fourth Dimension Wealth LLC14,143$1.20M0.5%+2.1%0.004%
8/5/2025 GPS Wealth Strategies Group LLC12,758$1.08M0.1%-32.2%0.004%
8/5/2025 Ring Mountain Capital LLC21,826$1.88M1.1%-2.6%0.007%
8/5/2025 Blue Barn Wealth LLC3,107$264K0.1%+11.6%0.001%
8/5/2025 Crestwood Advisors Group LLC212,088$17.99M0.3%-28.4%0.067%
8/5/2025 Claro Advisors LLC10,715$909K0.2%-4.8%0.003%
8/5/2025 Simplex Trading LLC967$82K0.0%N/A0.000%
8/5/2025 Mason Investment Advisory Services Inc.3,961$336K0.0%+50.8%0.001%
8/5/2025 Cassaday & Co Wealth Management LLC7,195$610K0.0%+26.5%0.002%
8/5/2025 RiverGlades Family Offices LLC7,083$601K0.4%+3.7%0.002%
8/5/2025 Milestone Asset Management LLC6,073$515K0.1%-11.2%0.002%
8/5/2025 Magnolia Capital Advisors LLC6,119$519K0.1%+2.5%0.002%
8/5/2025 Prosperity Consulting Group LLC14,785$1.25M0.1%-30.2%0.005%
8/5/2025 Huntington National Bank22,343$1.90M0.0%+14.8%0.007%
8/5/2025 Marion Wealth Management19,113$1.62M0.4%+2.2%0.006%
8/5/2025 Obermeyer Wealth Partners5,806$492K0.0%+4.3%0.002%
8/5/2025 Freestone Capital Holdings LLC16,880$1.43M0.0%-4.1%0.005%
8/5/2025 Wellington Shields Capital Management LLC1,167$99K0.0%-38.7%0.000%
8/5/2025 Seelaus Asset Management LLC5,241$444K0.4%-21.5%0.002%
8/5/2025 Tsfg LLC5,390$457K0.1%-5.6%0.002%
8/5/2025 Westside Investment Management Inc.27,867$2.37M0.4%+3.6%0.009%
8/5/2025 Intellectus Partners LLC28,146$2.39M0.5%-1.5%0.009%
8/5/2025 W.G. Shaheen & Associates DBA Whitney & Co205,033$17.39M1.7%+0.5%0.065%
8/5/2025 Telos Capital Management Inc.9,263$786K0.1%+11.8%0.003%
8/5/2025 MMA Asset Management LLC4,933$418K0.2%-2.5%0.002%
8/5/2025 EPG Wealth Management LLC22,324$1.89M0.6%+1.8%0.007%
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8/5/2025 Sigma Planning Corp65,053$5.52M0.2%-4.4%0.020%
8/5/2025 Wakefield Asset Management LLLP4,005$340K0.1%N/A0.001%
8/5/2025 Redwood Wealth Management Group LLC6,068$515K0.2%-2.4%0.002%
8/5/2025 Provident Co of the Employees of the Hebrew University LTD33,214$2.82M2.8%-15.2%0.010%
8/5/2025 Mission Wealth Management LP13,175$1.12M0.0%-25.2%0.004%
8/5/2025 TIAA Trust National Association22,109$1.88M0.0%+15.4%0.007%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.2,162,692$183.38M2.1%-0.1%0.681%
8/5/2025 Strategic Financial Concepts LLC9,022$765K0.1%-43.1%0.003%
8/5/2025 American Institute for Advanced Investment Management LLP5,310$450K0.3%-9.7%0.002%
8/5/2025 Lifeworks Advisors LLC5,701$483K0.1%-11.5%0.002%
(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, 2,161 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 1,885 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 274,662,673 shares in the last 24 months. This purchase volume represents approximately $23.52B in transactions.

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

Of the 1,102 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. ($2.05M), Envestnet Asset Management Inc. ($1.66M), 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 43,077,167 shares in the last 24 months. This volume of shares sold represents approximately $3.81B in transactions.


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This page (NYSEARCA:XLE) was last updated on 8/8/2025 by MarketBeat.com Staff
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