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XOM   104.26 (+1.47%)
S&P 500   4,969.53 (-0.12%)
DOW   38,494.72 (-0.18%)
QQQ   422.68 (-1.09%)
AAPL   181.19 (-0.20%)
MSFT   398.44 (-1.08%)
META   464.64 (-1.40%)
GOOGL   141.95 (+0.59%)
AMZN   167.80 (+0.43%)
TSLA   193.43 (-0.17%)
NVDA   668.51 (-3.75%)
NIO   5.98 (+0.34%)
AMD   163.41 (-1.38%)
BABA   75.22 (+2.84%)
T   16.96 (+0.30%)
F   12.07 (-1.47%)
MU   80.88 (+0.21%)
CGC   3.44 (-2.82%)
GE   148.05 (-0.38%)
DIS   107.35 (-1.91%)
AMC   4.54 (-2.58%)
PFE   27.55 (-0.14%)
PYPL   57.28 (-2.30%)
XOM   104.26 (+1.47%)
S&P 500   4,969.53 (-0.12%)
DOW   38,494.72 (-0.18%)
QQQ   422.68 (-1.09%)
AAPL   181.19 (-0.20%)
MSFT   398.44 (-1.08%)
META   464.64 (-1.40%)
GOOGL   141.95 (+0.59%)
AMZN   167.80 (+0.43%)
TSLA   193.43 (-0.17%)
NVDA   668.51 (-3.75%)
NIO   5.98 (+0.34%)
AMD   163.41 (-1.38%)
BABA   75.22 (+2.84%)
T   16.96 (+0.30%)
F   12.07 (-1.47%)
MU   80.88 (+0.21%)
CGC   3.44 (-2.82%)
GE   148.05 (-0.38%)
DIS   107.35 (-1.91%)
AMC   4.54 (-2.58%)
PFE   27.55 (-0.14%)
PYPL   57.28 (-2.30%)
XOM   104.26 (+1.47%)
S&P 500   4,969.53 (-0.12%)
DOW   38,494.72 (-0.18%)
QQQ   422.68 (-1.09%)
AAPL   181.19 (-0.20%)
MSFT   398.44 (-1.08%)
META   464.64 (-1.40%)
GOOGL   141.95 (+0.59%)
AMZN   167.80 (+0.43%)
TSLA   193.43 (-0.17%)
NVDA   668.51 (-3.75%)
NIO   5.98 (+0.34%)
AMD   163.41 (-1.38%)
BABA   75.22 (+2.84%)
T   16.96 (+0.30%)
F   12.07 (-1.47%)
MU   80.88 (+0.21%)
CGC   3.44 (-2.82%)
GE   148.05 (-0.38%)
DIS   107.35 (-1.91%)
AMC   4.54 (-2.58%)
PFE   27.55 (-0.14%)
PYPL   57.28 (-2.30%)
XOM   104.26 (+1.47%)

Energy Select Sector SPDR Fund (XLE) Institutional Ownership

$85.85
+1.06 (+1.25%)
(As of 03:28 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
1287
Total
Institutional Inflows
(last 12 months)
$4.85 B
Number of
Institutional Sellers
(last 12 months)
1011
Total
Institutional Outflows
(last 12 months)
$4.94 B
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XLE Institutional Buying and Selling by Quarter


Energy Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2024GLOBALT Investments LLC GA9,640$0.81M0.0%N/A0.002%
2/20/2024Able Wealth Management LLC314$26K0.0%N/A0.000%
2/20/2024Wellington Wealth Strategies LLC.15,604$1.31M1.1%N/A0.004%
2/20/2024Voisard Asset Management Group Inc.425$36K0.0%N/A0.000%
2/17/2024FIL Ltd1,601,173$134.24M0.1%+219.1%0.385%
2/16/2024Burford Brothers Inc.8,875$0.74M0.5%N/A0.002%
2/16/2024Hobbs Group Advisors LLC2,162$0.18M0.1%N/A0.001%
2/16/2024D L Carlson Investment Group Inc.121,370$10.39M2.2%-18.5%0.029%
2/16/2024SageView Advisory Group LLC13,917$1.18M0.0%-49.9%0.003%
2/16/2024Sanibel Captiva Trust Company Inc.18,095$1.52M0.1%N/A0.004%
2/16/2024Harbour Investments Inc.46,128$3.87M0.2%-18.8%0.011%
2/15/2024Condire Management LP135,000$11.32M1.7%N/A0.032%
2/15/2024Mercer Global Advisors Inc. ADV248,201$20.81M0.1%+159.6%0.060%
2/15/2024LifePro Asset Management11,459$0.96M0.7%-1.8%0.003%
2/15/2024Venture Visionary Partners LLC46,654$3.91M0.2%+43.1%0.011%
2/15/2024Townsquare Capital LLC50,774$4.26M0.1%-31.0%0.012%
2/15/2024Empire Financial Management Company LLC9,970$0.84M0.3%-19.1%0.002%
2/15/2024Cape Cod Five Cents Savings Bank35,411$2.97M0.3%-49.6%0.009%
2/15/2024Swmg LLC3,419$0.29M0.1%-8.8%0.001%
2/15/2024Dagco Inc.6,925$0.58M0.5%N/A0.002%
2/15/2024Main Street Group LTD424$36K0.0%N/A0.000%
2/15/2024Baker Avenue Asset Management LP96,056$8.05M0.3%-9.2%0.023%
2/15/2024Brick & Kyle Associates7,123$0.60M0.3%-7.0%0.002%
2/15/2024Encompass More Asset Management5,790$0.49M0.5%N/A0.001%
2/15/2024Hilltop Partners LLC3,951$0.33M0.1%-7.8%0.001%
2/15/2024Vident Advisory LLC12,758$1.07M0.0%+7.3%0.003%
2/15/2024Vienna Asset Management LLC6,832$0.58M0.5%N/A0.002%
2/15/2024Mint Tower Capital Management B.V.5,000$0.42M0.1%-50.0%0.001%
2/15/2024Modern Wealth Management LLC3,065$0.26M0.0%N/A0.001%
2/15/2024Murchinson Ltd.121,250$10.17M1.9%+21.3%0.029%
2/15/2024Nwam LLC34,933$2.93M0.2%-32.6%0.008%
2/15/2024Okabena Investment Services Inc.17,148$1.44M0.6%+56.3%0.004%
2/15/2024OLD Mission Capital LLC47,783$4.01M0.1%-74.2%0.011%
2/15/2024Oxford Financial Group LTD. LLC349$29K0.0%N/A0.000%
2/15/2024Palisade Capital Management LP5,343$0.45M0.0%+90.8%0.001%
2/15/2024Pettyjohn Wood & White Inc.41,535$3.48M0.8%-0.3%0.010%
2/15/2024Pariax LLC37,224$3.12M7.0%N/A0.009%
2/15/2024Freedom Investment Management Inc.26,162$2.19M0.2%+23.6%0.006%
2/15/2024Fullerton Fund Management Co Ltd.234,123$19.63M1.1%-76.6%0.056%
2/15/2024Guardian Wealth Advisors LLC NC866$75K0.0%-22.1%0.000%
2/15/2024Garden State Investment Advisory Services LLC8,053$0.68M0.3%+10.1%0.002%
2/15/2024Granby Capital Management LLC80,000$6.71M4.2%-52.4%0.019%
2/15/2024Bradley Foster & Sargent Inc. CT10,962$0.92M0.0%-1.9%0.003%
2/15/2024Buckingham Strategic Wealth LLC23,260$1.95M0.0%-4.1%0.006%
2/15/2024Baird Financial Group Inc.1,166,965$97.84M0.2%-0.8%0.281%
2/15/2024Bayesian Capital Management LP3,600$0.30M0.0%N/A0.001%
2/15/2024Biltmore Family Office LLC1,250$0.11M0.0%+66.7%0.000%
2/15/2024Blue Door Asset Management LLC46,300$3.88M2.1%+17.8%0.011%
2/15/2024Comerica Bank140,864$11.81M0.1%-4.9%0.034%
2/15/2024Concentric Wealth Management LLC2,764$0.23M0.1%+12.7%0.001%
2/14/2024Pathstone Holdings LLC184,539$15.47M0.1%N/A0.044%
2/14/2024Waverly Advisors LLC6,526$0.55M0.0%+7.7%0.002%
2/14/2024Kestra Advisory Services LLC230,577$19.33M0.2%-19.5%0.055%
2/14/2024LM Advisors LLC1,145$96K0.0%N/A0.000%
2/14/2024Vivaldi Capital Management LP4,895$0.41M0.1%+10.2%0.001%
2/14/2024Coastwise Capital Group LLC2,409$0.20M0.2%-22.4%0.001%
2/14/2024Creative Planning206,021$17.27M0.0%+21.6%0.050%
2/14/2024Chicago Wealth Management Inc.67,209$5.64M3.9%+524.6%0.016%
2/14/2024Oribel Capital Management LP261,700$21.94M1.5%N/A0.063%
2/14/2024BOKF NA31,194$2.62M0.1%-20.2%0.008%
2/14/2024Icon Wealth Advisors LLC1,512$0.13M0.0%N/A0.000%
2/14/2024Mmbg Investment Advisors CO.49,345$4.14M0.5%+5.1%0.012%
2/14/2024Symmetry Investments LP18,878$1.58M0.1%+15.8%0.005%
2/14/2024Visionary Wealth Advisors104,375$8.75M0.6%+7.0%0.025%
2/14/2024Whitford Management LLC23,700$1.99M0.8%N/A0.006%
2/14/2024Cullen Capital Management LLC66,598$5.58M0.1%N/A0.016%
2/14/2024Lighthouse Investment Partners LLC30,000$2.52M0.1%N/A0.007%
2/14/2024Mcintyre Freedman & Flynn Investment Advisers Inc.30,150$2.53M2.0%+3.1%0.007%
2/14/2024Corsair Capital Management L.P.22,117$1.85M0.6%-18.4%0.005%
2/14/2024Regal Investment Advisors LLC37,951$3.18M0.2%+30.3%0.009%
2/14/2024Verition Fund Management LLC31,227$2.62M0.0%-71.1%0.008%
2/14/2024Core Wealth Advisors Inc.431$36K0.0%+407.1%0.000%
2/14/2024EHP Funds Inc.130,200$10.92M4.0%+12.4%0.031%
2/14/2024Asset Allocation Strategies LLC61,261$5.14M2.0%+2,068.5%0.015%
2/14/2024Evercore Wealth Management LLC49,969$4.19M0.1%+125.7%0.012%
2/14/2024Basso Capital Management L.P.8,311$0.70M0.7%+84.2%0.002%
2/14/2024Connectus Wealth LLC94,314$7.91M0.2%-29.7%0.023%
2/14/2024Personal CFO Solutions LLC15,364$1.29M0.2%-62.1%0.004%
2/14/2024Regis Management CO LLC44,354$3.72M1.2%-10.9%0.011%
2/14/2024Scholtz & Company LLC4,600$0.39M0.2%N/A0.001%
2/14/2024Stamos Capital Partners L.P.16,120$1.35M0.4%-26.5%0.004%
2/14/2024Waterloo Capital L.P.4,085$0.34M0.1%-87.2%0.001%
2/14/2024Clal Insurance Enterprises Holdings Ltd925,000$77.55M1.0%+376.8%0.222%
2/14/2024Schroder Investment Management Group25,097$2.10M0.0%-98.0%0.006%
2/14/2024Cladis Investment Advisory LLC11,000$0.92M0.8%+21.3%0.003%
2/14/2024Central Asset Investments & Management Holdings HK Ltd6,200$0.52M0.5%+93.8%0.001%
2/14/2024Prudential PLC13,740$1.15M0.0%-30.7%0.003%
2/13/2024Platform Technology Partners4,275$0.36M0.1%-8.5%0.001%
2/13/2024Pinnbrook Capital Management LP44,498$3.73M0.4%-76.6%0.011%
2/13/2024Client 1ST Advisory Group LLC10,094$0.85M0.4%-17.9%0.002%
2/13/2024Angeles Wealth Management LLC9,957$0.84M0.1%+15.4%0.002%
2/13/2024Envestnet Asset Management Inc.2,496,865$209.34M0.1%-2.5%0.601%
2/13/2024Stephens Inc. AR37,990$3.19M0.1%-19.6%0.009%
2/13/2024Northern Trust Corp1,429,900$119.88M0.0%+1.0%0.344%
2/13/2024Exencial Wealth Advisors LLC4,967$0.42M0.0%+10.7%0.001%
2/13/2024Menlo Advisors LLC62,484$5.24M3.2%+21.2%0.015%
2/13/2024Cibc World Markets Corp24,000$2.01M0.0%+71.4%0.006%
2/13/2024Joseph Group Capital Management1,023$86K0.0%-12.6%0.000%
2/13/20241832 Asset Management L.P.169,055$14.17M0.0%-3.7%0.041%
2/13/2024Cetera Advisor Networks LLC428,245$35.90M0.2%-41.8%0.103%
(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, 2,069 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. ($728.93M), LPL Financial LLC ($688.62M), Ameriprise Financial Inc. ($359.89M), and FMR LLC ($312.40M).Learn more on XLE's institutional investors.

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

Of the 1,864 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. ($10.03M), Moneta Group Investment Advisors LLC ($5.93M), Allianz Asset Management GmbH ($5.37M), SPX Gestao de Recursos Ltda ($5.27M), CFS Investment Advisory Services LLC ($4.66M), Rezny Wealth Management Inc. ($4.07M), and Jane Street Group LLC ($2.51M).

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

Institutional investors have bought a total of 162,866,428 shares in the last 24 months. This purchase volume represents approximately $13.05B in transactions.

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

Of the 1,358 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: Clal Insurance Enterprises Holdings Ltd ($7.71M), Prudential PLC ($7.22M), Morgan Stanley ($6.58M), SPX Gestao de Recursos Ltda ($5.61M), CFS Investment Advisory Services LLC ($4.70M), Migdal Insurance & Financial Holdings Ltd. ($4.61M), and JPMorgan Chase & Co. ($3.82M).

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

Institutional investors have sold a total of 134,430,759 shares in the last 24 months. This volume of shares sold represents approximately $10.78B in transactions.


This page (NYSEARCA:XLE) was last updated on 2/21/2024 by MarketBeat.com Staff