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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$88.73 +0.67 (+0.76%)
Closing price 04:10 PM Eastern
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$88.74 +0.00 (+0.01%)
As of 07:56 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)
1348
Total
Institutional Inflows
(last 12 months)
$4.95B
Number of
Institutional Sellers
(last 12 months)
1060
Total
Institutional Outflows
(last 12 months)
$3.44B
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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
7/10/2025Anderson Hoagland & Co.49,649$4.21M0.4%+22.6%0.016%
7/10/2025Oliver Lagore Vanvalin Investment Group9,988$933K0.3%N/A0.003%
7/10/2025CWC Advisors LLC.41,227$3.50M1.8%+1.7%0.013%
7/10/2025Stolper Co9,531$808K0.3%+3.3%0.003%
7/10/2025Charter Oak Capital Management LLC2,778$236K0.0%-11.8%0.001%
7/10/2025Selective Wealth Management Inc.5,440$479K0.2%-2.3%0.002%
7/10/2025Burns J W & Co. Inc. NY23,883$2.03M0.2%-6.3%0.007%
7/10/2025YHB Investment Advisors Inc.11,910$1.01M0.1%+45.0%0.004%
7/10/2025Rockland Trust Co.34,912$2.96M0.1%-3.0%0.011%
7/10/2025Peoples Bank KS15,156$1.29M0.9%-36.6%0.005%
7/10/2025ARS Wealth Advisors Group LLC2,960$251K0.0%-6.3%0.001%
7/10/2025Contravisory Investment Management Inc.21,603$1.83M0.4%+16.4%0.007%
7/10/2025Ferguson Wellman Capital Management Inc.217,909$18.48M0.3%-1.5%0.068%
7/10/2025Fulton Bank N.A.7,533$639K0.0%-1.6%0.002%
7/10/2025Wealth Enhancement Advisory Services LLC226,210$19.69M0.0%-1.8%0.071%
7/10/2025Sharkey Howes & Javer2,559$217K0.0%-10.0%0.001%
7/10/2025Capital Advisory Group Advisory Services LLC15,544$1.32M0.5%-48.0%0.005%
7/10/2025Wedmont Private Capital9,278$817K0.0%-5.4%0.003%
7/10/2025American Financial Advisors LLC2,809$238K0.0%-6.1%0.001%
7/10/2025Secure Asset Management LLC5,045$428K0.1%+16.4%0.002%
7/10/2025Farmers & Merchants Trust Co of Chambersburg PA30,317$2.57M0.8%-2.0%0.010%
7/10/2025Signal Advisors Wealth LLC117,269$9.95M0.8%+223.8%0.037%
7/10/2025Focus Financial Network Inc.64,487$5.47M0.2%-10.0%0.020%
7/10/2025Sovran Advisors LLC8,120$719K0.1%-22.5%0.003%
7/9/2025 Dynamic Advisor Solutions LLC44,256$3.75M0.1%-17.7%0.014%
7/9/2025 Bruce G. Allen Investments LLC4,053$344K0.3%-8.5%0.001%
7/9/2025 Pines Wealth Management LLC22,341$1.94M0.7%+4.4%0.007%
7/9/2025 Procyon Advisors LLC13,223$1.12M0.1%+8.5%0.004%
7/9/2025 Biltmore Wealth Management LLC96,634$8.20M3.3%+0.4%0.030%
7/9/2025 Pallas Capital Advisors LLC12,590$1.07M0.0%-47.0%0.004%
7/9/2025 Affinity Capital Advisors LLC4,289$364K0.1%-53.8%0.001%
7/9/2025 Camelot Technology Advisors Inc.44,057$3.74M3.2%+5.5%0.014%
7/9/2025 FOCUS Wealth Advisors LLC45,532$3.86M2.0%+1.1%0.014%
7/9/2025 Fermata Advisors LLC5,726$486K0.1%-40.7%0.002%
7/9/2025 Hardin Capital Partners LLC25,591$2.19M1.3%+0.5%0.008%
7/9/2025 Berkshire Bank3,142$266K0.1%+6.0%0.001%
7/9/2025 LifePlan Financial LLC26,271$2.23M1.8%-2.3%0.008%
7/9/2025 Krilogy Financial LLC73,301$6.22M0.4%+6.0%0.023%
7/9/2025 Harbor Capital Advisors Inc.18,497$1.57M0.1%-71.7%0.006%
7/9/2025 Fiduciary Alliance LLC12,962$1.10M0.1%+76.4%0.004%
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7/9/2025 Bank of New Hampshire25,173$2.14M0.5%+24.9%0.008%
7/9/2025 Triumph Capital Management8,267$701K0.2%-4.7%0.003%
7/9/2025 Central Bank & Trust Co.4,583$389K0.1%-6.7%0.001%
7/9/2025 Byrne Asset Management LLC856$73K0.0%+19.2%0.000%
7/9/2025 Clarus Wealth Advisors19,129$1.69M0.8%+20.8%0.006%
7/9/2025 Bulwark Capital Corp2,114$179K0.2%N/A0.001%
7/9/2025 Westmount Partners LLC2,850$242K0.1%-12.0%0.001%
7/9/2025 Beacon Financial Group30,486$2.59M0.3%-0.5%0.010%
7/9/2025 Reyes Financial Architecture Inc.387$33K0.0%-99.3%0.000%
7/9/2025 ACT Wealth Management LLC84,257$7.15M3.0%+7.1%0.026%
7/9/2025 MassMutual Private Wealth & Trust FSB566$48K0.0%N/A0.000%
7/9/2025 WealthCare Investment Partners LLC56,017$4.88M1.8%-1.7%0.018%
7/8/2025 Lpwm LLC8,521$723K0.2%+32.5%0.003%
7/8/2025 First National Corp MA ADV3,926$333K0.1%-21.3%0.001%
7/8/2025 Rise Advisors LLC40,949$3.47M1.4%+4.7%0.013%
7/8/2025 Advance Capital Management Inc.4,450$377K0.0%-15.5%0.001%
7/8/2025 Webster Bank N. A.1,439$122K0.0%-34.8%0.000%
7/8/2025 Ballew Advisors Inc7,455$649K0.4%-22.1%0.002%
7/8/2025 RMR Wealth Builders8,106$687K0.1%-3.5%0.003%
7/8/2025 Apella Capital LLC3,216$277K0.0%+20.0%0.001%
7/8/2025 Boltwood Capital Management22,229$1.89M0.5%-4.0%0.007%
7/8/2025 Legacy Private Trust Co.4,794$407K0.0%N/A0.002%
7/8/2025 Moulton Wealth Management Inc.7,882$686K0.5%N/A0.002%
7/8/2025 Gallacher Capital Management LLC4,730$401K0.2%N/A0.001%
7/8/2025 Parallel Advisors LLC77,328$6.56M0.1%-14.6%0.024%
7/8/2025 Lowe Wealth Advisors LLC7,995$678K0.3%-66.4%0.003%
7/7/2025 Trust Co. of Oklahoma28,006$2.38M0.8%+2.5%0.009%
7/7/2025 Investors Research Corp62,660$5.31M1.0%-2.8%0.020%
7/7/2025 Teamwork Financial Advisors LLC4,187$356K0.0%-4.1%0.001%
7/7/2025 Capital Asset Advisory Services LLC3,379$289K0.0%-5.7%0.001%
7/7/2025 HMS Capital Management LLC42,788$3.63M1.6%-4.7%0.014%
7/7/2025 Global Wealth Strategies & Associates1,491$126K0.0%-21.2%0.000%
7/7/2025 First Citizens Financial Corp5,858$497K0.3%+55.3%0.002%
7/7/2025 Roxbury Financial LLC5,346$453K0.4%-28.3%0.002%
7/7/2025 Nova Wealth Management Inc.1,029$87K0.1%-69.9%0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,771$405K0.1%-10.8%0.002%
7/7/2025 Wilson & Boucher Capital Management LLC12,900$1.09M0.8%-1.5%0.004%
7/3/2025 Whitcomb & Hess Inc.97,862$8.30M2.3%+2.0%0.031%
7/3/2025 TrueWealth Advisors LLC8,491$720K0.2%-1.5%0.003%
7/3/2025 Garde Capital Inc.1,682$143K0.0%+46.0%0.001%
7/3/2025 Collective Family Office LLC2,410$204K0.1%-41.6%0.001%
7/3/2025 City Center Advisors LLC6,583$558K0.6%-45.4%0.002%
7/2/2025 Capital Market Strategies LLC13,863$1.18M0.8%-1.2%0.004%
7/2/2025 HBW Advisory Services LLC18,662$1.58M0.2%+5.4%0.006%
7/2/2025 Crumly & Associates Inc.55,756$4.73M1.2%-2.1%0.018%
7/2/2025 Howard Financial Services LTD.3,383$287K0.0%+4.3%0.001%
7/1/2025 Harbor Investment Advisory LLC16,176$1.37M0.1%-3.3%0.005%
7/1/2025 Private Client Services LLC6,170$523K0.2%+23.1%0.002%
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%
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6/2/2025Modern Wealth Management LLC316,623$29.59M0.9%+5.3%0.098%
5/29/2025 Nova 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%
(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, 2,176 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 1,881 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 55,349,687 shares in the last 24 months. This purchase volume represents approximately $4.95B in transactions.

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

Of the 1,060 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 38,469,088 shares in the last 24 months. This volume of shares sold represents approximately $3.44B in transactions.


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This page (NYSEARCA:XLE) was last updated on 7/10/2025 by MarketBeat.com Staff
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