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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$89.13 +0.40 (+0.45%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$89.05 -0.08 (-0.09%)
As of 07/11/2025 07:55 PM 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
1345
Total
Institutional Inflows
(last 12 months)
$23.86B
Number of
Institutional Sellers
(last 12 months)
1063
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Annex Advisory Services LLC4,375$371K0.0%-3.0%0.001%
7/11/2025Sprinkle Financial Consultants LLC2,775$235K0.1%+10.5%0.001%
7/11/2025Orrstown Financial Services Inc.3,370$286K0.1%+25.3%0.001%
7/11/2025Meriwether Wealth & Planning LLC14,929$1.27M0.8%-20.3%0.005%
7/11/2025Farther Finance Advisors LLC36,673$3.11M0.1%+23.1%0.012%
7/11/2025Busey Bank103,014$8.74M0.3%-0.6%0.032%
7/11/2025Silver Oak Securities Incorporated1,518$129K0.0%N/A0.000%
7/11/2025CX Institutional11,888$1.01M0.0%+76.6%0.004%
7/11/2025Windsor Capital Management LLC7,986$677K0.2%-8.9%0.003%
7/11/2025 UMB Bank n.a.38,951$3.30M0.1%-9.7%0.012%
7/11/2025AFG Fiduciary Services Limited Partnership16,313$1.39M0.4%+3.3%0.005%
7/11/2025Adirondack Trust Co.7,412$629K0.2%-5.3%0.002%
7/11/2025Butensky & Cohen Financial Security Inc.19,424$1.65M0.5%+6.3%0.006%
7/11/2025Rockwood Wealth Management LLC2,449$208K0.0%-14.3%0.001%
7/11/2025Thomasville National Bank74,162$6.29M0.4%-6.5%0.023%
7/11/2025SeaCrest Wealth Management LLC9,695$822K0.1%-8.5%0.003%
7/11/2025Diversified Trust Co8,427$715K0.0%-2.6%0.003%
7/11/2025Kapstone Financial Advisors LLC5,632$478K0.2%-29.2%0.002%
7/11/2025TCV Trust & Wealth Management Inc.22,387$1.90M0.2%+2.2%0.007%
7/11/2025Matthew Goff Investment Advisor LLC9,268$786K0.1%+46.5%0.003%
7/11/2025Kingstone Capital Partners Texas LLC223,048,647$19.44B2.6%+547,621.6%70.004%
7/11/2025Grove Bank & Trust7,272$617K0.1%-74.3%0.002%
7/10/2025 Anderson Hoagland & Co.49,649$4.21M0.4%+22.6%0.016%
7/10/2025 Oliver Lagore Vanvalin Investment Group9,988$933K0.3%N/A0.003%
7/10/2025 CWC Advisors LLC.41,227$3.50M1.8%+1.7%0.013%
7/10/2025 Stolper Co9,531$808K0.3%+3.3%0.003%
7/10/2025 Charter Oak Capital Management LLC2,778$236K0.0%-11.8%0.001%
7/10/2025 Selective Wealth Management Inc.5,440$479K0.2%-2.3%0.002%
7/10/2025 Burns J W & Co. Inc. NY23,883$2.03M0.2%-6.3%0.007%
7/10/2025 YHB Investment Advisors Inc.11,910$1.01M0.1%+45.0%0.004%
7/10/2025 Rockland Trust Co.34,912$2.96M0.1%-3.0%0.011%
7/10/2025 Peoples Bank KS15,156$1.29M0.9%-36.6%0.005%
7/10/2025 ARS Wealth Advisors Group LLC2,960$251K0.0%-6.3%0.001%
7/10/2025 Contravisory Investment Management Inc.21,603$1.83M0.4%+16.4%0.007%
7/10/2025 Ferguson Wellman Capital Management Inc.217,909$18.48M0.3%-1.5%0.068%
7/10/2025 Fulton Bank N.A.7,533$639K0.0%-1.6%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC226,210$19.69M0.0%-1.8%0.071%
7/10/2025 Sharkey Howes & Javer2,559$217K0.0%-10.0%0.001%
7/10/2025 Capital Advisory Group Advisory Services LLC15,544$1.32M0.5%-48.0%0.005%
7/10/2025 Wedmont Private Capital9,278$817K0.0%-5.4%0.003%
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7/10/2025 American Financial Advisors LLC2,809$238K0.0%-6.1%0.001%
7/10/2025 Secure Asset Management LLC5,045$428K0.1%+16.4%0.002%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA30,317$2.57M0.8%-2.0%0.010%
7/10/2025 Signal Advisors Wealth LLC117,269$9.95M0.8%+223.8%0.037%
7/10/2025 Focus Financial Network Inc.64,487$5.47M0.2%-10.0%0.020%
7/10/2025 Sovran 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%
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%
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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%
(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 Kingstone Capital Partners Texas LLC ($19.44B), 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), and Hsbc Holdings PLC ($319.76M).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: Kingstone Capital Partners Texas LLC ($223.05M), 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), and Clal Insurance Enterprises Holdings Ltd ($2.52M).

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

Institutional investors have bought a total of 278,364,733 shares in the last 24 months. This purchase volume represents approximately $23.87B in transactions.

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

Of the 1,063 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 38,486,705 shares in the last 24 months. This volume of shares sold represents approximately $3.44B in transactions.



This page (NYSEARCA:XLE) was last updated on 7/12/2025 by MarketBeat.com Staff
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