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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$62.06 -1.05 (-1.66%)
Closing price 08/25/2026 04:10 PM Eastern
Extended Trading
$61.81 -0.25 (-0.40%)
As of 04:02 AM 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)
1694
Total
Institutional Inflows
(last 12 months)
$5.39B
Number of
Institutional Sellers
(last 12 months)
720
Total
Institutional Outflows
(last 12 months)
$2.55B
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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
8/25/2026January Capital Advisors LLC133,886$7.11M6.0%+274.5%0.020%
8/24/2026 Serenity Investment Advisors3,420$182K0.1%N/A0.001%
8/24/2026 Carlson Financial Inc.15,072$801K0.4%-1.8%0.002%
8/23/2026 Hyundai Investments Co. Ltd.9,792$525K0.6%+9.9%0.001%
8/23/2026 Atlantic Private Wealth LLC30,332$1.61M1.0%-46.2%0.005%
8/23/2026 Studio Investment Management LLC4,612$245K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC116,232$6.17M0.1%+135.1%0.018%
8/23/2026 Straight Path Wealth Management6,460$343K0.1%+8.2%0.001%
8/23/2026 Wedmont Private Capital18,330$1.01M0.0%+1.8%0.003%
8/23/2026 Kintra Wealth LLC4,399$234K0.0%+7.6%0.001%
8/23/2026 PCG Wealth Advisors LLC14,672$779K0.2%-60.1%0.002%
8/23/2026 Passaic Partners LLC357,183$18.97M1.4%N/A0.054%
8/23/2026 Endeavor Private Wealth Inc.7,337$390K0.1%-22.8%0.001%
8/23/2026 Operose Advisors LLC7,068$375K0.1%+31.9%0.001%
8/23/2026 HB Wealth Management LLC70,096$3.72M0.0%+69.1%0.011%
8/23/2026 Asset Allocation Strategies LLC40,724$2.16M0.3%+3.9%0.006%
8/23/2026 Angeles Wealth Management LLC22,558$1.20M0.0%+16.3%0.003%
8/23/2026 Unique Wealth LLC5,675$301K0.0%N/A0.001%
8/22/2026 Advisory Solutions Group LLC76,885$4.08M1.4%N/A0.012%
8/22/2026 Compass Financial Management LLC18,996$1.06M0.1%N/A0.003%
8/22/2026 NBH Bank5,485$291K0.1%N/A0.001%
8/22/2026 MW Advisory LLC5,468$290K0.1%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC6,910$403K0.3%N/A0.001%
8/22/2026 Markowski Investments1,407$75K0.0%N/A0.000%
8/22/2026 OceanIQ Capital LLC11,400$605K0.4%N/A0.002%
8/22/2026 Highland Investment Advisors LLC1,054$56K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC4,914$261K0.1%-3.7%0.001%
8/22/2026 Meadowbrook Wealth Management LLC9,385$496K0.5%-24.6%0.001%
8/22/2026 Vertex Investment Solutions Co. Ltd.17,400$930K0.6%-69.1%0.003%
8/22/2026 Investor s Fiduciary Advisor Network LLC7,682$408K0.1%-15.7%0.001%
8/22/2026 NWF Advisory Services Inc.5,518$293K0.0%-15.8%0.001%
8/22/2026 Syon Capital LLC30,996$1.65M0.1%-17.5%0.005%
8/22/2026 TD Waterhouse Canada Inc.57,355$3.03M0.0%-47.1%0.009%
8/22/2026 Premier Path Wealth Partners LLC51,242$2.72M0.3%-1.6%0.008%
8/22/2026 Concurrent Investment Advisors LLC255,960$13.59M0.1%-20.8%0.039%
8/22/2026 Burford Brothers Inc.15,643$831K0.3%-1.4%0.002%
8/21/2026 Mason & Associates Inc13,086$695K0.1%+2.7%0.002%
8/21/2026 Beacon Capital Management LLC4,505$239K0.0%-9.6%0.001%
8/21/2026 Continuum Advisory LLC16,580$881K0.1%+6.0%0.003%
8/21/2026 Safeguard Investment Advisory Group LLC7,707$409K0.1%-2.9%0.001%
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8/21/2026 Round Rock Advisors LLC3,980$211K0.0%-5.2%0.001%
8/21/2026 Coppell Advisory Solutions LLC5,787$307K0.1%N/A0.001%
8/21/2026 MBA Advisors LLC7,039$374K0.1%+22.1%0.001%
8/21/2026 Firestone Capital Management9,594$510K0.1%+26.8%0.001%
8/21/2026 Beacon Financial Advisory LLC12,595$669K0.1%-1.7%0.002%
8/21/2026 KFA Private Wealth Group LLC7,879$419K0.1%-44.2%0.001%
8/21/2026 First Citizens Financial Corp13,097$696K0.3%+7.7%0.002%
8/21/2026 Laidlaw Wealth Management LLC5,269$280K0.8%-32.4%0.001%
8/21/2026 Secure Asset Management LLC9,042$480K0.1%+6.5%0.001%
8/21/2026 Clarus Wealth Advisors45,485$2.53M0.9%+8.2%0.007%
8/21/2026 Chesapeake Wealth Management23,653$1.26M0.4%-5.3%0.004%
8/21/2026 Nan Shan Life Insurance Co. Ltd.428,299$22.75M0.7%+263.9%0.065%
8/21/2026 Independence Bank of Kentucky49,649$2.64M0.3%+0.9%0.008%
8/21/2026 Vanguard Capital Wealth Advisors26,406$1.40M1.0%N/A0.004%
8/21/2026 Investors Research Corp112,616$5.98M1.1%-2.9%0.017%
8/21/2026 Triumph Capital Management6,691$355K0.1%+2.7%0.001%
8/21/2026 Solstein Capital LLC65,781$3.49M1.2%+4.3%0.010%
8/20/2026 Proficio Capital Partners LLC267,530$14.21M0.5%+42.2%0.041%
8/20/2026 Nwam LLC33,873$1.80M0.1%-28.6%0.005%
8/20/2026 Clifford Swan Investment Counsel LLC6,104$324K0.0%+21.1%0.001%
8/20/2026 JNBA Financial Advisors3,562$82K0.0%N/A0.001%
8/20/2026 Strategic Advisors LLC3,126$72K0.0%N/A0.000%
8/20/2026 CTC Alternative Strategies Ltd.43,215$2.30M3.4%N/A0.007%
8/20/2026 M Holdings Securities Inc.11,820$635K0.1%-3.2%0.002%
8/20/2026 Rothschild Capital Partners LLC70,030$1.62M0.4%N/A0.011%
8/20/2026 Rothschild Capital Partners LLC52,848$2.81M0.7%+0.7%0.008%
8/20/2026 Headlands Technologies LLC81,995$4.36M0.5%-60.6%0.013%
8/20/2026 Susquehanna Advisors Group Inc.50,000$2.66M0.0%N/A0.008%
8/20/2026 Quantitative Investment Management LLC349,786$18.58M2.0%N/A0.053%
8/20/2026 Ancora Advisors LLC77,622$4.12M0.1%-3.0%0.012%
8/20/2026 Fosun International Ltd8,000$425K0.1%N/A0.001%
8/20/2026 Sigma Planning Corp157,801$8.38M0.2%+17.0%0.024%
8/20/2026 Two Sigma Securities LLC42,002$2.23M0.2%N/A0.006%
8/20/2026 Benjamin Edwards Inc.641,631$34.08M0.3%+407.8%0.098%
8/20/2026 GTS Securities LLC176,367$9.37M0.2%-67.3%0.027%
8/20/2026 IMC Chicago LLC317,947$16.89M0.0%N/A0.048%
8/20/2026 Cookson Peirce & Co. Inc.4,795$255K0.0%N/A0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.574,479$30.51M0.0%+46.4%0.088%
8/20/2026 Van Den Berg Management I Inc.13,125$697K0.1%-2.6%0.002%
8/20/2026 Okabena Investment Services Inc.36,561$1.94M0.3%+0.9%0.006%
8/19/2026 Capital Advisors Inc. OK26,792$1.42M0.0%-8.4%0.004%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC128,821$6.84M0.0%-55.4%0.020%
8/19/2026 Toth Financial Advisory Corp182,863$9.71M0.9%+7.8%0.028%
8/19/2026 Van ECK Associates Corp453,174$24.07M0.0%-47.6%0.069%
8/19/2026 Ferguson Wellman Capital Management Inc.421,453$22.38M0.3%-0.5%0.064%
8/19/2026 Wellington Management Group LLP4,814$256K0.0%N/A0.001%
8/18/2026 North Star Asset Management Inc.79,852$4.24M0.2%N/A0.012%
8/17/2026 Corient Private Wealth LP1,031,543$54.79M0.0%-11.7%0.157%
8/15/2026 Magnolia Capital Advisors LLC4,258$226K0.0%-8.5%0.001%
8/15/2026 Windsor Advisory Group LLC618$33K0.0%-93.7%0.000%
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8/15/2026 Western Wealth Management LLC106,921$5.68M0.2%-8.0%0.016%
8/15/2026 Invst LLC33,812$1.80M0.2%+131.0%0.005%
8/15/2026 First Bancorp Inc ME 4,510$240K0.1%+17.3%0.001%
8/15/2026 J. Goldman & Co LP155,153$8.24M0.2%-1,171.9%0.024%
8/15/2026 Passaic Partners LLC357,183$18.97M1.4%N/A0.054%
8/14/2026 EFG International AG2,974$158K0.0%-71.5%0.000%
8/14/2026 Arkos Global Advisors25,443$1.35M0.2%+5.1%0.004%
8/14/2026 Ancora Advisors LLC77,622$4.12M0.1%-3.0%0.012%
8/14/2026 The Manufacturers Life Insurance Company 70,856$3.76M0.0%-80.1%0.011%
8/14/2026 Van Hulzen Asset Management LLC4,916$261K0.0%-14.3%0.001%


XLE Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,249 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 2,079 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 ($6.43M), 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 115,553,378 shares in the last 24 months. This purchase volume represents approximately $5.39B in transactions.

Of the 719 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: Varma Mutual Pension Insurance Co ($12.87M), Proficio Capital Partners LLC ($10.17M), Bank of America Corp DE ($5.51M), Hsbc Holdings PLC ($4.11M), Harel Insurance Investments & Financial Services Ltd. ($2.05M), Cibc World Market Inc. ($1.83M), and Laurel Wealth Advisors LLC ($1.53M).

Institutional investors have sold a total of 49,244,265 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


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Institutional ownership data for NYSEARCA:XLE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/25/2026. New 13F filings are added each quarter as they're published.
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