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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$84.81 -0.49 (-0.57%)
As of 04:10 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)
1344
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
6/10/2025Compass Financial Services Inc2,894$270K0.1%+16.8%0.001%
6/3/2025CBIZ Investment Advisory Services LLC434$41K0.0%N/A0.000%
6/2/2025Modern Wealth Management LLC316,623$29.59M0.9%+5.3%0.098%
5/29/2025Nova Wealth Management Inc.3,415$319K0.3%-48.9%0.001%
5/28/2025Wealth Management Associates Inc.2,486$232K0.1%N/A0.001%
5/28/2025Turn8 Private Wealth Inc.61,135$5.72M4.5%-19.5%0.019%
5/27/2025Jacobi Capital Management LLC16,784$1.57M0.1%-0.9%0.005%
5/27/2025Advisors Capital Management LLC3,366$315K0.0%N/A0.001%
5/27/2025SWS Partners34,649$3.24M1.0%-6.8%0.011%
5/23/2025Thor Trading Advisors LLC192,156$17.96M8.2%N/A0.059%
5/22/2025BOS Asset Management LLC47,997$4.49M1.5%+8.5%0.015%
5/21/2025Indiana Trust & Investment Management Co2,599$243K0.1%-6.6%0.001%
5/21/2025MBL Wealth LLC6,975$652K0.1%-5.7%0.002%
5/21/2025McAdam LLC10,205$954K0.1%-14.5%0.003%
5/21/2025Geneos Wealth Management Inc.81,278$7.60M0.3%+48.8%0.025%
5/20/2025Acorns Advisers LLC7,021$656K0.0%+32.5%0.002%
5/20/2025Belpointe Asset Management LLC45,106$4.21M0.2%-15.5%0.014%
5/20/2025Jupiter Wealth Management LLC47,059$4.40M2.8%-21.6%0.015%
5/20/2025Focus Partners Wealth358,999$33.55M0.1%-18.8%0.111%
5/20/2025Flaharty Asset Management LLC713$67K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.18,529$1.73M0.1%+193.6%0.006%
5/20/2025Glenview Trust co6,782$634K0.0%+2.5%0.002%
5/20/2025Aspen Investment Management Inc13,194$1.23M0.6%+230.3%0.004%
5/19/2025Advisory Alpha LLC207,062$19.35M0.7%+59.5%0.064%
5/19/2025Client 1ST Advisory Group LLC6,669$623K0.2%+6.3%0.002%
5/19/2025SCS Capital Management LLC21,599$2.02M0.0%+12.7%0.007%
5/16/2025Wilson & Boucher Capital Management LLC13,100$1.22M0.9%+8.5%0.004%
5/16/2025Northeast Financial Consultants Inc41,992$3.92M0.2%-22.3%0.013%
5/16/2025Ascent Group LLC2,462$230K0.0%N/A0.001%
5/16/2025Arete Wealth Advisors LLC12,807$1.20M0.1%+7.1%0.004%
5/16/2025Great Lakes Advisors LLC6,343$593K0.0%-86.5%0.002%
5/16/2025Signature Estate & Investment Advisors LLC387,861$36.25M1.0%-13.1%0.120%
5/16/2025Hamilton Capital LLC3,350,019$313.06M18.9%+0.8%1.035%
5/16/2025Everstar Asset Management LLC11,525$1.08M0.2%-42.4%0.004%
5/16/2025Ashton Thomas Private Wealth LLC128,801$12.04M0.5%+8.7%0.040%
5/16/2025Guardian Partners Inc.58,990$5.51M0.6%N/A0.018%
5/16/2025Jones Financial Companies Lllp5,373$459K0.0%-95.1%0.002%
5/16/2025Obsidian Personal Planning Solutions LLC45,156$4.22M1.9%N/A0.014%
5/16/2025Coordinated Financial Services Inc. CO4,889$457K0.4%N/A0.002%
5/16/2025Talon Private Wealth LLC5,083$475K0.1%-61.0%0.002%
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5/16/2025Tamar Securities LLC56,436$5.27M0.7%+0.5%0.017%
5/16/2025Raab & Moskowitz Asset Management LLC3,563$333K0.1%+12.8%0.001%
5/16/2025Redwood Financial Network Corp6,965$651K0.5%-11.8%0.002%
5/16/2025Rise Advisors LLC39,112$3.66M1.6%+16,686.3%0.012%
5/16/2025Pacific Center for Financial Services4,083$382K0.1%+968.8%0.001%
5/16/2025NewEdge Advisors LLC156,968$14.67M0.1%-7.9%0.049%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.101,734$9.51M0.0%N/A0.031%
5/16/2025Integrated Wealth Concepts LLC139,625$13.05M0.2%-21.8%0.043%
5/16/2025Concentric Capital Strategies LP66,050$6.17M0.6%-25.7%0.020%
5/16/2025Curi RMB Capital LLC2,778$260K0.0%N/A0.001%
5/16/2025AQR Capital Management LLC31,187$2.91M0.0%+8.6%0.010%
5/16/2025AlTi Global Inc.94,574$8.84M0.2%-9.3%0.029%
5/16/2025Ancora Advisors LLC30,137$2.82M0.1%-51.9%0.009%
5/16/20255th Street Advisors LLC30,268$2.83M1.4%-44.0%0.009%
5/15/2025Promethium Advisors LLC4,655$435K0.3%N/A0.001%
5/15/2025EP Wealth Advisors LLC564,828$52.78M0.4%+0.9%0.175%
5/15/2025First Manhattan CO. LLC.16,714$1.56M0.0%-9.7%0.005%
5/15/2025GW Henssler & Associates Ltd.74,929$7.00M0.4%-24.8%0.023%
5/15/2025Capital Investment Counsel LLC12,987$1.21M0.2%-10.0%0.004%
5/15/2025Focus Partners Advisor Solutions LLC9,627$900K0.0%+34.3%0.003%
5/15/2025First Financial Bankshares Inc6,696$626K0.0%N/A0.002%
5/15/2025Ameriflex Group Inc.14,574$1.36M0.6%-9.5%0.005%
5/15/2025Flputnam Investment Management Co.3,362$314K0.0%-69.3%0.001%
5/15/2025Betterment LLC8,101$757K0.0%+8.6%0.003%
5/15/2025Caption Management LLC27,926$2.61M0.0%-75.8%0.009%
5/15/2025MAI Capital Management140,908$13.17M0.1%-10.2%0.044%
5/15/2025Calton & Associates Inc.16,288$1.52M0.3%+159.6%0.005%
5/15/2025DRW Securities LLC18,628$1.74M0.0%-67.5%0.006%
5/15/2025FRG Family Wealth Advisors LLC3,480$325K0.1%-42.8%0.001%
5/15/2025Centric Wealth Management18,712$1.75M0.5%+115.7%0.006%
5/15/2025Titleist Asset Management LLC28,186$2.63M0.3%-2.2%0.009%
5/15/2025Baird Financial Group Inc.387,811$36.24M0.1%-38.4%0.120%
5/15/2025Pinnacle Wealth Planning Services Inc.17,446$1.63M0.2%+8.1%0.005%
5/15/2025Activest Wealth Management23,741$2.22M0.6%-10.1%0.007%
5/15/2025Corsair Capital Management L.P.3,337$312K0.1%-49.7%0.001%
5/15/2025Vident Advisory LLC14,991$1.40M0.0%-5.9%0.005%
5/15/2025Evergreen Capital Management LLC74,985$7.01M0.2%+1.9%0.023%
5/15/2025The Manufacturers Life Insurance Company 285,670$26.70M0.0%+1,664.9%0.088%
5/15/2025Trexquant Investment LP2,544$238K0.0%-69.9%0.001%
5/15/2025Hanover Advisors Inc.4,482$419K0.2%-8.9%0.001%
5/15/2025Itau Unibanco Holding S.A.67,338$6.29M0.2%-40.8%0.021%
5/15/2025Landscape Capital Management L.L.C.83,034$7.76M0.7%+43.1%0.026%
5/15/2025Mission Creek Capital Partners Inc.8,798$822K0.2%-3.8%0.003%
5/15/2025Northstar Financial Companies Inc.2,498$233K0.3%-35.8%0.001%
5/15/2025D L Carlson Investment Group Inc.111,726$10.44M2.0%-5.0%0.035%
5/14/2025Wealth Preservation Advisors LLC333$31K0.0%N/A0.000%
5/14/2025Transamerica Financial Advisors LLC24,716$2.31M0.2%+2.9%0.008%
5/14/2025Ieq Capital LLC50,984$4.76M0.0%+86.8%0.016%
5/14/2025CreativeOne Wealth LLC47,388$4.43M0.1%-57.9%0.015%
5/14/2025Warwick Investment Management Inc.79,037$7.39M1.5%+0.5%0.024%
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5/14/2025Quadcap Wealth Management LLC7,995$747K0.1%-23.1%0.002%
5/14/2025Per Stirling Capital Management LLC.24,236$2.27M0.3%+72.0%0.007%
5/14/2025PKS Advisory Services LLC10,996$1.03M0.3%-1.4%0.003%
5/14/2025Luminist Capital LLC12,425$1.17M1.3%+119.4%0.004%
5/14/2025Full Sail Capital LLC165,838$15.50M1.0%-5.5%0.051%
5/14/2025Apexium Financial LP36,804$3.44M0.2%+30.4%0.011%
5/14/2025Tandem Wealth Advisors LLC6,670$623K0.3%+12.3%0.002%
5/14/2025Comerica Bank146,050$13.65M0.1%+12.8%0.045%
5/14/2025Freedom Investment Management Inc.13,616$1.27M0.1%-37.6%0.004%
5/14/2025Synovus Financial Corp64,303$6.01M0.1%-0.8%0.020%
(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 Energy Select Sector SPDR Fund's institutional investors.

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

Of the 1,876 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: 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 55,493,653 shares in the last 24 months. This purchase volume represents approximately $4.97B in transactions.

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

Of the 1,058 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 38,291,924 shares in the last 24 months. This volume of shares sold represents approximately $3.42B in transactions.


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This page (NYSEARCA:XLE) was last updated on 6/30/2025 by MarketBeat.com Staff
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