Energy Select Sector SPDR Fund (XLE) Institutional Ownership

$92.16

+0.26 (+0.28%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 1197
Total Institutional Inflows (last 12 months): $4.18B

Number of Institutional Sellers (last 12 months): 918
Total Institutional Outflows (last 12 months): $3.14B

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XLE Institutional Buying and Selling by Quarter

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Energy Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Zimmermann Investment Management & Planning LLC	8,483	$773K	0.3%	+1.5%	0.002%
7/26/2024	Beacon Financial Advisory LLC	11,160	$1.02M	0.4%	+39.1%	0.003%
7/26/2024	BLB&B Advisors LLC	13,127	$1.20M	0.1%	-6.1%	0.003%
7/26/2024	Simmons Bank	32,853	$3.00M	0.2%	-0.3%	0.008%
7/26/2024	ABLE Financial Group LLC	2,336	$213K	0.1%	N/A	0.001%
7/26/2024	Hall Capital Management Co. Inc.	47,604	$4.34M	2.1%	+1.6%	0.011%
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7/26/2024	Harbour Investments Inc.	58,344	$5.32M	0.2%	-1.8%	0.013%
7/26/2024	LS Investment Advisors LLC	134,941	$12.30M	1.9%	-4.7%	0.031%
7/26/2024	Cambridge Investment Research Advisors Inc.	851,010	$77.57M	0.3%	+55.4%	0.196%
7/26/2024	Skylands Capital LLC	78,300	$7.14M	1.0%	-9.5%	0.018%
7/26/2024	Granite Harbor Advisors Inc.	20,206	$1.84M	1.2%	+5.0%	0.005%
7/26/2024	Dearborn Partners LLC	2,598	$237K	0.0%	+5.2%	0.001%
7/26/2024	Sequent Asset Management LLC	6,122	$558K	0.3%	+7.5%	0.001%
7/26/2024	AlphaStar Capital Management LLC	4,632	$422K	0.0%	+8.6%	0.001%
7/26/2024	Saxony Capital Management LLC	4,691	$428K	0.5%	+71.1%	0.001%
7/26/2024	Solstein Capital LLC	13,323	$1.21M	0.7%	+68.7%	0.003%
7/26/2024	My Personal CFO LLC	2,667	$243K	0.1%	N/A	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	77,621	$7.08M	0.0%	N/A	0.018%
7/26/2024	Signature Estate & Investment Advisors LLC	350,954	$31.99M	0.8%	N/A	0.081%
7/26/2024	First Command Advisory Services Inc.	3,891	$355K	0.0%	-18.8%	0.001%
7/26/2024	Hyman Charles D	3,427	$312K	0.0%	-4.2%	0.001%
7/26/2024	St. Johns Investment Management Company LLC	10,526	$959K	0.5%	-29.4%	0.002%
7/26/2024	SlateStone Wealth LLC	5,519	$503K	0.1%	+8.9%	0.001%
7/26/2024	Bailard Inc.	11,558	$1.05M	0.0%	+4.2%	0.003%
7/26/2024	Verdence Capital Advisors LLC	9,399	$857K	0.1%	+23.4%	0.002%
7/26/2024	Bank of New York Mellon Corp	152,049	$13.86M	0.0%	-18.1%	0.035%
7/26/2024	Salomon & Ludwin LLC	35,174	$3.20M	0.4%	-31.7%	0.008%
7/26/2024	Patten Group Inc.	3,862	$352K	0.1%	+20.0%	0.001%
7/25/2024	First Heartland Consultants Inc.	3,154	$288K	0.0%	-19.1%	0.001%
7/25/2024	Cypress Capital Group	56,363	$5.14M	0.6%	-1.0%	0.013%
7/25/2024	Highland Capital Management LLC	7,125	$649K	0.0%	-38.5%	0.002%
7/25/2024	AMG National Trust Bank	28,030	$2.56M	0.1%	+49.4%	0.006%
7/25/2024	Tempus Wealth Planning LLC	2,588	$236K	0.1%	N/A	0.001%
7/25/2024	AMI Investment Management Inc.	62,726	$5.72M	2.0%	-3.1%	0.014%
7/25/2024	Independence Bank of Kentucky	22,328	$2.04M	0.5%	+3.5%	0.005%
7/25/2024	Aries Wealth Management	6,044	$551K	0.2%	+140.0%	0.001%
7/25/2024	Forbes Financial Planning Inc.	23,451	$2.14M	1.7%	-1.5%	0.005%
7/25/2024	SNS Financial Group LLC	20,211	$1.84M	0.2%	-0.7%	0.005%
7/25/2024	Pettinga Financial Advisors LLC	40,339	$3.68M	0.9%	-4.9%	0.009%
7/25/2024	Vivid Wealth Management LLC	36,843	$3.36M	1.9%	+0.7%	0.009%
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7/25/2024	Sterling Investment Counsel LLC	15,147	$1.38M	0.5%	+6.3%	0.003%
7/25/2024	Institute for Wealth Management LLC.	28,709	$2.62M	0.4%	-0.8%	0.007%
7/25/2024	RPS Advisory Solutions LLC	11,564	$1.05M	1.0%	N/A	0.003%
7/25/2024	Cooksen Wealth LLC	17,031	$1.55M	1.6%	+5.3%	0.004%
7/25/2024	Washburn Capital Management Inc.	16,073	$1.47M	1.0%	+20.3%	0.004%
7/25/2024	Cape ANN Savings Bank	4,866	$444K	0.3%	+10.9%	0.001%
7/25/2024	Provident Co of the Employees of the Hebrew University LTD	37,454	$3.41M	4.1%	+2.6%	0.009%
7/25/2024	Banque Pictet & Cie SA	10,852	$989K	0.0%	-17.6%	0.003%
7/25/2024	First Merchants Corp	37,297	$3.40M	0.1%	-1.0%	0.009%
7/25/2024	Financial Guidance Group Inc.	67,837	$6.18M	3.8%	-1.6%	0.016%
7/25/2024	Bank of Stockton	6,934	$632K	0.2%	-3.2%	0.002%
7/25/2024	Private Wealth Group LLC	13,224	$1.21M	0.6%	+2.8%	0.003%
7/25/2024	Capital Insight Partners LLC	101,490	$9.25M	1.7%	+2.9%	0.023%
7/24/2024	McAdam LLC	10,086	$919K	0.1%	-6.7%	0.002%
7/24/2024	Colton Groome Financial Advisors LLC	23,990	$2.19M	0.9%	-1.7%	0.006%
7/24/2024	Family Firm Inc.	71,642	$6.53M	0.7%	+253.2%	0.017%
7/24/2024	Silverleafe Capital Partners LLC	30,817	$2.81M	1.0%	-2.5%	0.007%
7/24/2024	TrueWealth Advisors LLC	9,230	$841K	0.3%	-8.9%	0.002%
7/24/2024	Grove Bank & Trust	23,177	$2.11M	0.3%	-41.4%	0.005%
7/24/2024	Strategic Financial Partners Ltd.	31,501	$2.87M	1.6%	N/A	0.007%
7/24/2024	Joseph P. Lucia & Associates LLC	34,796	$3.17M	1.6%	+2.1%	0.008%
7/24/2024	HMS Capital Management LLC	56,251	$5.13M	2.7%	+3.3%	0.013%
7/24/2024	Quotient Wealth Partners LLC	561,794	$51.21M	1.8%	+9,537.9%	0.130%
7/24/2024	Rezny Wealth Management Inc.	100,132	$9.13M	2.4%	-40.0%	0.023%
7/24/2024	Lebenthal Global Advisors LLC	25,543	$2.33M	0.5%	-82.8%	0.006%
7/24/2024	Premier Path Wealth Partners LLC	35,747	$3.26M	0.6%	-1.4%	0.008%
7/24/2024	Charter Oak Capital Management LLC	2,450	$223K	0.0%	-15.5%	0.001%
7/24/2024	Secure Asset Management LLC	15,965	$1.46M	0.3%	-28.3%	0.004%
7/24/2024	MontVue Capital Management Inc.	9,169	$836K	0.7%	-1.5%	0.002%
7/24/2024	Capital Wealth Alliance LLC	19,486	$1.78M	1.0%	-41.0%	0.004%
7/24/2024	L. Roy Papp & Associates LLP	13,007	$1.19M	0.1%	+3.7%	0.003%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	55,071	$5.02M	1.2%	+7.3%	0.013%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	11,605	$1.06M	0.2%	+17.1%	0.003%
7/24/2024	&PARTNERS	40,020	$3.65M	0.2%	+363.3%	0.009%
7/24/2024	Cultivar Capital Inc.	3,400	$310K	0.3%	-30.2%	0.001%
7/23/2024	Geneos Wealth Management Inc.	133,946	$12.21M	0.5%	-27.1%	0.031%
7/23/2024	Private Advisory Group LLC	6,080	$554K	0.1%	-13.4%	0.001%
7/23/2024	Precedent Wealth Partners LLC	24,953	$2.27M	0.9%	N/A	0.006%
7/23/2024	SOL Capital Management CO	82,480	$7.52M	0.9%	-3.5%	0.019%
7/23/2024	GYL Financial Synergies LLC	98,267	$8.96M	0.7%	-11.3%	0.023%
7/23/2024	Plimoth Trust Co. LLC	5,157	$470K	0.1%	-4.4%	0.001%
7/23/2024	WESPAC Advisors SoCal LLC	123,718	$11.28M	2.8%	+26.6%	0.029%
7/23/2024	PSI Advisors LLC	4,049	$369K	0.1%	+4.7%	0.001%
7/23/2024	H&H Retirement Design & Management INC	43,848	$4.03M	2.5%	+2.0%	0.010%
7/23/2024	Proffitt & Goodson Inc.	9,559	$871K	0.2%	-2.6%	0.002%
7/23/2024	Trust Co. of Oklahoma	28,216	$2.57M	0.9%	-2.6%	0.007%
7/23/2024	Private Wealth Advisors LLC	56,516	$5.15M	2.0%	+2.0%	0.013%
7/23/2024	Concourse Financial Group Securities Inc.	64,181	$5.85M	0.4%	+46.6%	0.015%
7/23/2024	RMR Wealth Builders	12,463	$1.14M	0.1%	+3.5%	0.003%
7/23/2024	NewSquare Capital LLC	161,908	$14.44M	1.2%	+6.0%	0.037%
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7/23/2024	Courier Capital LLC	21,693	$1.98M	0.2%	-69.6%	0.005%
7/23/2024	Rockland Trust Co.	35,462	$3.23M	0.2%	-1.3%	0.008%
7/23/2024	United Bank	36,050	$3.29M	1.6%	+1.8%	0.008%
7/23/2024	Burns J W & Co. Inc. NY	24,454	$2.23M	0.3%	-5.4%	0.006%
7/23/2024	Busey Bank	114,334	$10.42M	0.4%	-12.0%	0.026%
7/23/2024	KG&L Capital Management LLC	7,406	$675K	0.2%	-6.5%	0.002%
7/23/2024	Essex LLC	15,775	$1.44M	0.3%	+2.5%	0.004%
7/23/2024	Ayalon Insurance Comp Ltd.	38,899	$3.55M	1.2%	-3.0%	0.009%
7/23/2024	Elser Financial Planning Inc	6,129	$559K	0.1%	N/A	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	8,677	$791K	0.1%	+149.7%	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, 1,993 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 1,755 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: Allianz Asset Management GmbH ($5.37M), SPX Gestao de Recursos Ltda ($5.27M), Rezny Wealth Management Inc. ($4.08M), Harel Insurance Investments & Financial Services Ltd. ($3.07M), JPMorgan Chase & Co. ($2.84M), Saudi Central Bank ($2.16M), and National Bank of Canada FI ($2.13M).
How much institutional buying is happening at Energy Select Sector SPDR Fund?: Institutional investors have bought a total of 118,237,128 shares in the last 24 months. This purchase volume represents approximately $9.77B in transactions.

Which Energy Select Sector SPDR Fund major shareholders have been selling company stock?: Of the 1,329 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 ($5.99M), SPX Gestao de Recursos Ltda ($5.61M), CFS Investment Advisory Services LLC ($4.70M), JPMorgan Chase & Co. ($3.33M), Barclays PLC ($2.44M), Migdal Insurance & Financial Holdings Ltd. ($2.40M), and Prudential PLC ($2.18M).
How much institutional selling is happening at Energy Select Sector SPDR Fund?: Institutional investors have sold a total of 96,037,867 shares in the last 24 months. This volume of shares sold represents approximately $7.81B in transactions.