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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$57.02 +0.52 (+0.92%)
Closing price 04:10 PM Eastern
Extended Trading
$57.06 +0.04 (+0.08%)
As of 07:59 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1717
Total
Institutional Inflows
(last 12 months)
$5.44B
Number of
Institutional Sellers
(last 12 months)
889
Total
Institutional Outflows
(last 12 months)
$2.20B
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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
7/14/2026 Trust Asset Management LLC404,235$21.47M0.7%-0.8%0.061%
7/10/2026 Buska Wealth Management LLC108,127$5.74M2.1%-7.3%0.016%
7/10/2026 Investors Research Corp112,616$5.98M1.1%-2.9%0.017%
7/10/2026 Butensky & Cohen Financial Security Inc.39,050$2.07M0.5%-2.5%0.006%
7/10/2026 Hudson Value Partners LLC11,470$609K0.2%-1.7%0.002%
7/10/2026 Cabana LLC25,829$1.37M10.3%-1.5%0.004%
7/10/2026 JFS Wealth Advisors LLC43,549$2.31M0.1%+4.9%0.007%
7/10/2026 Magnolia Capital Management Ltd.5,070$269K0.2%-32.0%0.001%
7/10/2026 Rise Advisors LLC97,371$5.17M1.5%-9.0%0.015%
7/10/2026 Fiduciary Financial Group LLC4,280$227K0.0%+6.9%0.001%
7/10/2026 Clarus Wealth Advisors45,485$2.53M1.0%+8.2%0.007%
7/10/2026 City Holding Co.6,770$360K0.0%+5.5%0.001%
7/10/2026 Camelot Technology Advisors Inc.103,811$5.51M3.7%-9.3%0.016%
7/10/2026 Spinnaker Investment Group LLC24,192$1.29M0.2%+32.0%0.004%
7/10/2026 SMI Advisory Services LLC14,379$764K0.1%-78.4%0.002%
7/10/2026 Fulcrum Equity Management18,331$974K0.7%-36.9%0.003%
7/10/2026 KMG Fiduciary Partners LLC86,492$4.59M0.4%+7.0%0.013%
7/10/2026 Redhawk Wealth Advisors Inc.207,527$11.02M1.1%-0.6%0.031%
7/10/2026 LVM Capital Management Ltd. MI5,187$275K0.0%-5.5%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors26,173$1.39M0.2%-14.7%0.004%
7/10/2026 Constitution Capital LLC15,125$803K0.4%-2.3%0.002%
7/10/2026 Wealthcare Advisory Partners LLC89,292$4.74M0.1%+1.4%0.013%
7/9/2026 Finivi Inc.9,930$527K0.3%-8.6%0.001%
7/9/2026 Matrix Trust Co78,743$4.18M0.6%+6.6%0.012%
7/9/2026 Wealthcare Capital Partners LLC10,963$582K0.2%+1.9%0.002%
7/9/2026 Contravisory Investment Management Inc.31,742$1.69M0.3%-14.9%0.005%
7/9/2026 AFG Fiduciary Services Limited Partnership27,251$1.45M1.1%-7.8%0.004%
7/9/2026 Focus Financial Network Inc.109,738$5.83M0.2%+15.8%0.016%
7/9/2026 Pettinga Financial Advisors LLC52,062$2.77M0.4%+9.8%0.008%
7/9/2026 Allied Private Wealth LLC12,093$672K0.4%N/A0.002%
7/9/2026 Herbst Group LLC58,808$3.12M1.7%-42.4%0.009%
7/9/2026 Birchbrook Inc.881$47K0.0%+29.6%0.000%
7/9/2026 Sax Wealth Advisors LLC27,596$1.47M0.1%-3.3%0.004%
7/9/2026 Adamsbrown Wealth Consultants LLC4,496$239K0.0%-9.9%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.7,387$392K0.0%N/A0.001%
7/9/2026 Windsor Capital Management LLC13,675$726K0.2%-6.4%0.002%
7/9/2026 West Financial Advisors LLC69,771$3.71M0.6%-2.5%0.010%
7/9/2026 Agate Pass Investment Management LLC15,285$812K0.3%-7.4%0.002%
7/9/2026 Crumly & Associates Inc.90,826$4.82M0.9%-21.3%0.014%
7/8/2026 MRA Advisory Group83,685$4.45M1.6%-1.8%0.013%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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7/8/2026 Rockland Trust Co.63,561$3.38M0.1%-0.6%0.010%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,208$117K0.0%-28.2%0.000%
7/8/2026 AAFMAA Wealth Management & Trust LLC21,046$1.12M0.4%+7.6%0.003%
7/8/2026 First Heartland Consultants Inc.5,439$289K0.0%+14.4%0.001%
7/8/2026 Whitcomb & Hess Inc.225,353$11.97M2.6%+1.7%0.034%
7/8/2026 Teamwork Financial Advisors LLC8,490$451K0.0%-16.3%0.001%
7/8/2026 TrueWealth Advisors LLC17,590$934K0.2%+5.2%0.003%
7/8/2026 Cooper Financial Group7,710$409K0.0%+16.2%0.001%
7/8/2026 Meriwether Wealth & Planning LLC20,147$1.07M0.5%-2.6%0.003%
7/8/2026 Brave Asset Management Inc.5,044$268K0.1%-22.1%0.001%
7/8/2026 Factor Wealth Management LTD14,002$744K0.1%-9.9%0.002%
7/8/2026 Castle Rock Wealth Management LLC60,613$3.20M0.6%+6.6%0.009%
7/8/2026 ACT Wealth Management LLC157,572$8.37M2.5%-15.3%0.024%
7/8/2026 Apella Capital LLC11,241$614K0.0%-4.4%0.002%
7/8/2026 Evanson Financial LLC5,960$317K0.0%N/A0.001%
7/8/2026 IMZ Advisory Inc134,485$7.14M2.3%+21.3%0.020%
7/8/2026 Hardin Capital Partners LLC50,872$2.71M1.3%-2.6%0.008%
7/8/2026 Gainplan LLC27,098$1.44M0.6%+14.4%0.004%
7/7/2026 Fermata Advisors LLC23,933$1.27M0.3%+10.2%0.004%
7/7/2026 180 Wealth Advisors LLC101,817$5.41M0.5%-5.3%0.015%
7/7/2026 First Citizens Financial Corp13,097$696K0.3%+7.7%0.002%
7/7/2026 Mechanics Bank Trust Department15,783$838K0.1%-18.2%0.002%
7/7/2026 Trust Asset Management LLC404,235$21.47M1.5%-0.8%0.060%
7/7/2026 Mirador Capital Partners LP6,946$369K0.0%+5.2%0.001%
7/7/2026 Balefire LLC39,989$2.12M0.3%+39.2%0.006%
7/7/2026 Dynamic Advisor Solutions LLC73,811$3.92M0.1%-10.2%0.011%
7/7/2026 FOCUS Wealth Advisors LLC92,091$4.89M2.3%-4.1%0.014%
7/7/2026 GK Wealth Management LLC5,819$309K0.2%N/A0.001%
7/7/2026 Grant Private Wealth Management Inc4,305$229K0.1%-20.4%0.001%
7/7/2026 Avior Wealth Management LLC58,591$3.11M0.1%+29.0%0.009%
7/7/2026 Value Investment Professionals LLC14,771$785K0.7%N/A0.002%
7/7/2026 Harbor Investment Advisory LLC27,968$1.49M0.1%-1.2%0.004%
7/7/2026 Prota Financial LLC5,368$283K0.2%-26.8%0.001%
7/7/2026 Financial Enhancement Group LLC142,533$7.57M0.9%+3.6%0.021%
7/7/2026 Grove Bank & Trust129,408$6.87M0.7%-47.6%0.019%
7/7/2026 CoreCap Advisors LLC364,481$19.36M0.6%+12.7%0.054%
7/7/2026 Anderson Hoagland & Co.19,581$1.04M0.1%-8.6%0.003%
7/7/2026 City Center Advisors LLC24,578$1.31M1.1%+23.1%0.004%
7/7/2026 Moulton Wealth Management Inc.20,683$1.10M0.7%N/A0.003%
7/6/2026 Bangor Savings Bank2,606$138K0.0%+36.2%0.000%
7/6/2026 Private Client Services LLC17,298$919K0.2%+57.9%0.003%
7/6/2026 Brandywine Financial Group8,289$440K5.5%+55,160.0%0.001%
7/6/2026 Meadowbrook Wealth Management LLC9,385$496K0.5%-24.6%0.001%
7/6/2026 RDA Financial Network9,751$518K0.1%+86.1%0.001%
7/6/2026 Trilogy Capital Inc.287,631$15.28M0.6%-9.4%0.043%
7/2/2026 MassMutual Private Wealth & Trust FSB857$46K0.0%N/A0.000%
7/2/2026 KERR FINANCIAL PLANNING Corp9,954$529K0.6%+4.2%0.001%
7/2/2026 CX Institutional35,602$1.89M0.1%-1.7%0.005%
6/22/2026 Vilga Financial Planning LLC5,848$358K0.3%N/A0.001%
6/12/2026S&A Financial Services Inc.8,788$538K0.4%N/A0.001%
What Saudi Arabia just did to the dollar changes everything (Ad)

In June 2024, a 50-year arrangement tying Saudi oil to the U.S. dollar quietly expired. Garrett Goggin, CFA, CMT - whose gold portfolio has climbed more than 1,200% over the past two years, including a 1,023% gain in G2 Goldfields - believes this is the biggest opportunity of his 31-year career. Central banks are buying gold bullion at a pace not seen since 1950. The last time the monetary system shifted this dramatically, in 1971, gold surged from $35 to $850. Goggin has identified four specific positions for the next leg of this rally, plus two bonus opportunities for readers.tc pixel

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6/10/2026FAS Wealth Partners Inc.16,413$1.01M0.1%+7.3%0.002%
6/9/2026Rathbones Group PLC18,296$1.12M0.0%N/A0.003%
6/8/2026Pine Valley Investments Ltd Liability Co65,125$3.99M0.2%+2.6%0.009%
6/4/2026Town Capital LLC11,538$707K0.6%+10.5%0.002%
6/3/2026Stillwater Private Wealth LLC36,648$2.25M1.9%N/A0.005%
6/3/2026DV Trading LLC57,664$3.53M0.1%N/A0.008%
6/3/2026Parallel Advisors LLC135,664$8.31M0.1%-1.3%0.020%
6/3/2026NewEdge Advisors LLC492,191$30.15M0.1%+31.5%0.071%
6/2/2026Optiver Holding B.V.1,377,208$84.37M0.0%+397,937.0%0.199%
6/1/2026First Nebraska Trust Co57,102$3.50M0.3%N/A0.008%


XLE Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,280 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 2,126 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 ($7.07M), 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 117,852,007 shares in the last 24 months. This purchase volume represents approximately $5.44B in transactions.

Of the 881 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: Proficio Capital Partners LLC ($10.17M), Bank of America Corp DE ($5.51M), Hsbc Holdings PLC ($4.71M), Menora Mivtachim Holdings LTD. ($2.07M), Harel Insurance Investments & Financial Services Ltd. ($2.05M), Migdal Insurance & Financial Holdings Ltd. ($1.54M), and Laurel Wealth Advisors LLC ($1.53M).

Institutional investors have sold a total of 45,398,477 shares in the last 24 months. This volume of shares sold represents approximately $2.20B in transactions.


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This page (NYSEARCA:XLE) was last updated on 7/16/2026 by MarketBeat.com Staff.
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