Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free XLE Stock Alerts

Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$64.53 -0.61 (-0.94%)
Closing price 09/14/2026 04:10 PM Eastern
Extended Trading
$64.65 +0.12 (+0.18%)
As of 07:08 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1701
Total
Institutional Inflows
(last 12 months)
$5.43B
Number of
Institutional Sellers
(last 12 months)
725
Total
Institutional Outflows
(last 12 months)
$2.69B
Get XLE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Energy Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XLE Institutional Buying and Selling by Quarter

Energy Select Sector SPDR Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2026 Bullseye Investment Management LLC1,720$91K0.0%N/A0.000%
9/11/2026 Talon Private Wealth LLC13,758$731K0.1%+301.1%0.002%
9/9/2026 Miramontes Capital LLC120,802$6.42M2.0%+6.1%0.018%
9/9/2026 The Manufacturers Life Insurance Company 70,856$3.76M0.0%-80.1%0.011%
9/9/2026 Sequoia Financial Advisors LLC141,274$7.50M0.0%+3.4%0.022%
9/9/2026 Tidal Investments LLC46,152$2.45M0.0%-96.5%0.007%
9/9/2026 Van Hulzen Asset Management LLC4,916$261K0.0%-14.3%0.001%
9/9/2026 IPG Investment Advisors LLC9,005$478K0.1%-24.1%0.001%
9/9/2026 MCF Advisors LLC6,347$337K0.0%-4.1%0.001%
9/9/2026 Arlington Capital Management Inc.13,602$722K0.4%+2.6%0.002%
9/9/2026 Archford Capital Strategies LLC26,829$1.43M0.1%-1.4%0.004%
9/9/2026 BlueCrest Capital Management Ltd15,937$846K0.0%N/A0.002%
9/9/2026 WINTON GROUP Ltd210,863$11.20M0.4%N/A0.032%
9/9/2026 Engineers Gate Manager LP43,342$2.30M0.0%N/A0.007%
9/9/2026 Plimoth Trust Co. LLC8,133$432K0.1%+13.1%0.001%
9/9/2026 Capital Analysts LLC29,315$1.56M0.0%+2.0%0.004%
9/9/2026 Summit Financial Strategies Inc.6,440$342K0.0%+2.6%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC11,453$608K0.0%+3.2%0.002%
9/9/2026 NorthRock Partners LLC112,406$5.97M0.1%+47.9%0.017%
9/9/2026 Integrated Wealth Concepts LLC320,394$17.02M0.1%+5.6%0.049%
9/9/2026 Community Bank N.A.53,913$2.86M0.3%-1.8%0.008%
9/9/2026 Maven Securities LTD249,455$13.25M0.3%-75.1%0.038%
9/9/2026 RFG Advisory LLC52,667$2.80M0.0%-40.3%0.008%
9/9/2026 NewEdge Advisors LLC683,316$36.29M0.1%+38.8%0.104%
9/9/2026 IFP Advisors Inc148,671$7.90M0.1%+170.7%0.023%
9/9/2026 Baird Financial Group Inc.1,064,108$56.52M0.1%-2.3%0.162%
9/9/2026 Sterling Investment Advisors Ltd.10,986$583K0.1%-33.9%0.002%
9/9/2026 One Charles Private Wealth Services LLC14,038$746K0.2%-8.5%0.002%
9/8/2026 Allworth Financial LP93,149$4.95M0.0%-0.7%0.014%
9/8/2026 Waverly Advisors LLC260,263$13.82M0.1%-9.0%0.040%
9/2/2026 1607 Capital Partners LLC41,370$2.20M0.1%-42.2%0.006%
9/2/2026 Second Line Capital LLC3,992$212K0.0%+14.9%0.001%
9/2/2026 Range Advisory LLC9,193$488K0.1%+7.4%0.001%
9/2/2026 Brown Lisle Cummings Inc.678$36K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP1,033,858$54.91M0.1%-11.5%0.158%
8/27/2026 Tucker Asset Management LLC92,467$4.91M1.2%+1.8%0.014%
8/26/2026 Principia Wealth Advisory LLC64,427$3.42M0.7%+36.9%0.010%
8/26/2026 HighTower Advisors LLC1,771,737$94.10M0.1%-11.9%0.270%
8/25/2026 January Capital Advisors LLC133,886$7.11M6.0%+274.5%0.020%
8/24/2026 Serenity Investment Advisors3,420$182K0.1%N/A0.001%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/24/2026 Carlson Financial Inc.15,072$801K0.4%-1.8%0.002%
8/23/2026 Hyundai Investments Co. Ltd.9,792$525K0.6%+9.9%0.001%
8/23/2026 Atlantic Private Wealth LLC30,332$1.61M1.0%-46.2%0.005%
8/23/2026 Studio Investment Management LLC4,612$245K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC116,232$6.17M0.1%+135.1%0.018%
8/23/2026 Straight Path Wealth Management6,460$343K0.1%+8.2%0.001%
8/23/2026 Wedmont Private Capital18,330$1.01M0.0%+1.8%0.003%
8/23/2026 Kintra Wealth LLC4,399$234K0.0%+7.6%0.001%
8/23/2026 PCG Wealth Advisors LLC14,672$779K0.2%-60.1%0.002%
8/23/2026 Passaic Partners LLC357,183$18.97M1.4%N/A0.054%
8/23/2026 Endeavor Private Wealth Inc.7,337$390K0.1%-22.8%0.001%
8/23/2026 Operose Advisors LLC7,068$375K0.1%+31.9%0.001%
8/23/2026 HB Wealth Management LLC70,096$3.72M0.0%+69.1%0.011%
8/23/2026 Asset Allocation Strategies LLC40,724$2.16M0.3%+3.9%0.006%
8/23/2026 Angeles Wealth Management LLC22,558$1.20M0.0%+16.3%0.003%
8/23/2026 Unique Wealth LLC5,675$301K0.0%N/A0.001%
8/22/2026 Advisory Solutions Group LLC76,885$4.08M1.4%N/A0.012%
8/22/2026 Compass Financial Management LLC18,996$1.06M0.1%N/A0.003%
8/22/2026 NBH Bank5,485$291K0.1%N/A0.001%
8/22/2026 MW Advisory LLC5,468$290K0.1%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC6,910$403K0.3%N/A0.001%
8/22/2026 Markowski Investments1,407$75K0.0%N/A0.000%
8/22/2026 OceanIQ Capital LLC11,400$605K0.4%N/A0.002%
8/22/2026 Highland Investment Advisors LLC1,054$56K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC4,914$261K0.1%-3.7%0.001%
8/22/2026 Meadowbrook Wealth Management LLC9,385$496K0.5%-24.6%0.001%
8/22/2026 Vertex Investment Solutions Co. Ltd.17,400$930K0.6%-69.1%0.003%
8/22/2026 Investor s Fiduciary Advisor Network LLC7,682$408K0.1%-15.7%0.001%
8/22/2026 NWF Advisory Services Inc.5,518$293K0.0%-15.8%0.001%
8/22/2026 Syon Capital LLC30,996$1.65M0.1%-17.5%0.005%
8/22/2026 TD Waterhouse Canada Inc.57,355$3.03M0.0%-47.1%0.009%
8/22/2026 Premier Path Wealth Partners LLC51,242$2.72M0.3%-1.6%0.008%
8/22/2026 Concurrent Investment Advisors LLC255,960$13.59M0.1%-20.8%0.039%
8/22/2026 Burford Brothers Inc.15,643$831K0.3%-1.4%0.002%
8/21/2026 Mason & Associates Inc13,086$695K0.1%+2.7%0.002%
8/21/2026 Beacon Capital Management LLC4,505$239K0.0%-9.6%0.001%
8/21/2026 Continuum Advisory LLC16,580$881K0.1%+6.0%0.003%
8/21/2026 Safeguard Investment Advisory Group LLC7,707$409K0.1%-2.9%0.001%
8/21/2026 Round Rock Advisors LLC3,980$211K0.0%-5.2%0.001%
8/21/2026 Coppell Advisory Solutions LLC5,787$307K0.1%N/A0.001%
8/21/2026 MBA Advisors LLC7,039$374K0.1%+22.1%0.001%
8/21/2026 Firestone Capital Management9,594$510K0.1%+26.8%0.001%
8/21/2026 Beacon Financial Advisory LLC12,595$669K0.1%-1.7%0.002%
8/21/2026 KFA Private Wealth Group LLC7,879$419K0.1%-44.2%0.001%
8/21/2026 First Citizens Financial Corp13,097$696K0.3%+7.7%0.002%
8/21/2026 Laidlaw Wealth Management LLC5,269$280K0.8%-32.4%0.001%
8/21/2026 Secure Asset Management LLC9,042$480K0.1%+6.5%0.001%
8/21/2026 Clarus Wealth Advisors45,485$2.53M0.9%+8.2%0.007%
8/21/2026 Chesapeake Wealth Management23,653$1.26M0.4%-5.3%0.004%
8/21/2026 Nan Shan Life Insurance Co. Ltd.428,299$22.75M0.7%+263.9%0.065%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/21/2026 Independence Bank of Kentucky49,649$2.64M0.3%+0.9%0.008%
8/21/2026 Vanguard Capital Wealth Advisors26,406$1.40M1.0%N/A0.004%
8/21/2026 Investors Research Corp112,616$5.98M1.1%-2.9%0.017%
8/21/2026 Triumph Capital Management6,691$355K0.1%+2.7%0.001%
8/21/2026 Solstein Capital LLC65,781$3.49M1.2%+4.3%0.010%
8/20/2026 Proficio Capital Partners LLC267,530$14.21M0.5%+42.2%0.041%
8/20/2026 Nwam LLC33,873$1.80M0.1%-28.6%0.005%
8/20/2026 Clifford Swan Investment Counsel LLC6,104$324K0.0%+21.1%0.001%
8/20/2026 JNBA Financial Advisors3,562$82K0.0%N/A0.001%
8/20/2026 Strategic Advisors LLC3,126$72K0.0%N/A0.000%


XLE Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,254 institutional investors and hedge funds held shares of Energy Select Sector SPDR Fund. The most heavily invested institutionals were Bank of America Corp DE ($2.43B), Morgan Stanley ($1.32B), JPMorgan Chase & Co. ($881.70M), Goldman Sachs Group Inc. ($750.03M), LPL Financial LLC ($575.61M), Menora Mivtachim Holdings LTD. ($322.53M), and Hamilton Capital LLC ($300.84M).Learn more on Energy Select Sector SPDR Fund's institutional investors.

Of the 2,082 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 ($223.08M), Morgan Stanley ($14.14M), LPL Financial LLC ($6.43M), Raymond James Financial Inc. ($6.41M), Hsbc Holdings PLC ($5.49M), Menora Mivtachim Holdings LTD. ($5.27M), and JPMorgan Chase & Co. ($4.58M).

Institutional investors have bought a total of 116,159,916 shares in the last 24 months. This purchase volume represents approximately $5.43B in transactions.

Of the 725 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: Varma Mutual Pension Insurance Co ($12.87M), Proficio Capital Partners LLC ($10.17M), Bank of America Corp DE ($5.51M), Hsbc Holdings PLC ($4.11M), Harel Insurance Investments & Financial Services Ltd. ($2.05M), Cibc World Market Inc. ($1.83M), and Laurel Wealth Advisors LLC ($1.53M).

Institutional investors have sold a total of 51,966,015 shares in the last 24 months. This volume of shares sold represents approximately $2.69B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XLE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel