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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$59.44 +1.37 (+2.36%)
Closing price 05/15/2026 04:10 PM Eastern
Extended Trading
$59.44 0.00 (0.00%)
As of 05/15/2026 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.

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

Number of
Institutional Buyers
(last 12 months)
1692
Total
Institutional Inflows
(last 12 months)
$14.77B
Number of
Institutional Sellers
(last 12 months)
900
Total
Institutional Outflows
(last 12 months)
$1.87B
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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
5/16/2026 The Manufacturers Life Insurance Company 355,356$21.77M0.0%+492.8%0.051%
5/16/2026 KCM Investment Advisors LLC646,525$39.61M1.3%-1.7%0.093%
5/16/2026 Measured Risk Portfolios Inc.7,611$466K0.5%-20.9%0.001%
5/16/2026 Glen Eagle Advisors LLC14,964$917K0.1%-18.9%0.002%
5/16/2026 Excelsior Advisor Network LLC6,494$398K0.2%+4.2%0.001%
5/16/2026 Quantinno Capital Management LP159,388$9.76M0.0%+31.4%0.023%
5/15/2026 Legacy PCG LLC12,529$768K4.1%-71.1%0.002%
5/15/2026 Gateway Wealth Partners LLC135,512$8.30M0.3%+595.5%0.020%
5/15/2026 Wealth Watch Advisors INC15,840$970K0.4%+4,671.1%0.002%
5/15/2026 Blue Chip Partners LLC774,638$47.45M3.4%+0.8%0.112%
5/15/2026 Ameraudi Asset Management Inc.61,546$3.77M2.0%+5.4%0.009%
5/15/2026 Cypress Capital Group33,214$2.04M0.2%+25.8%0.005%
5/15/2026 Everest Financial Group LLC33,594$2.06M0.3%N/A0.005%
5/15/2026 Matrix Private Capital Group LLC143,142$8.77M4.2%N/A0.021%
5/15/2026 Windsor Advisory Group LLC9,860$604K0.5%-3.2%0.001%
5/15/2026 Waverly Advisors LLC286,069$17.53M0.1%+35.3%0.041%
5/15/2026 Asset Management Group Inc.74,241$4.55M0.7%+0.5%0.011%
5/15/2026 Van Den Berg Management I Inc.13,480$826K0.2%-2.7%0.002%
5/15/2026 Wealth Alliance LLC6,286$385K0.0%+6.9%0.001%
5/15/2026 Boreal Capital Management LLC11,770$721K0.7%+3.4%0.002%
5/14/2026 Dai ichi Life International Holdings LLC5,214$319K20.9%N/A0.001%
5/14/2026 Dai ichi Life Insurance Company Ltd173,270$10.62M0.3%N/A0.025%
5/14/2026 Hilltop Holdings Inc.126,954$7.78M0.7%-0.5%0.018%
5/14/2026 GC Wealth Management RIA LLC4,305$264K0.0%N/A0.001%
5/14/2026 Compound Planning Inc.28,319$1.74M0.1%+142.0%0.004%
5/14/2026 Klingman & Associates LLC9,848$603K0.0%+109.6%0.001%
5/14/2026 Modern Wealth Management LLC593,030$34.97M0.6%-17.8%0.086%
5/14/2026 Keebeck Wealth Management3,940$241K0.0%-21.8%0.001%
5/14/2026 Volterra Technologies LP5,656$346K0.0%-19.5%0.001%
5/14/2026 Orleans Capital Management Corp LA4,054$248K0.2%N/A0.001%
5/14/2026 Spahn Wealth & Retirement LLC52,817$3.24M4.1%N/A0.008%
5/14/2026 Bank of Nova Scotia778,736$47.71M0.1%+2,554.0%0.112%
5/14/2026 American Financial Advisors LLC3,431$210K0.0%N/A0.000%
5/14/2026 Davis R M Inc.6,020$369K0.0%-3.6%0.001%
5/13/2026 Parker Investment Management LLC389,135$23.84M3.6%N/A0.056%
5/13/2026 Wealthspire Retirement LLC14,812$907K0.1%-1.4%0.002%
5/13/2026 Mizuho Markets Cayman LP3,635$223K0.0%-82.3%0.001%
5/13/2026 Dynamic Wealth Strategies LLC2,848$174K0.1%+110.7%0.000%
5/13/2026 Measured Wealth Private Client Group LLC30,950$1.90M0.5%+1,596.8%0.004%
5/13/2026 Signature Equity Partners LLC31,519$1.93M1.0%+1,217.1%0.005%
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5/13/2026 NewEdge Wealth LLC29,932$1.83M0.0%+27.3%0.004%
5/13/2026 First Citizens Bank & Trust Co.14,130$866K0.0%-1.6%0.002%
5/13/2026 First Trust Advisors LP73,688$4.51M0.0%+16.5%0.011%
5/12/2026 Insight Advisors LLC PA12,272$752K0.1%-1.5%0.002%
5/12/2026 Clal Insurance Enterprises Holdings Ltd879,894$53.90M0.3%+1.1%0.127%
5/12/2026 Cadence Wealth Management LLC170,793$10.46M4.4%+0.9%0.025%
5/12/2026 Bellwether Advisors LLC34,634$2.12M0.4%N/A0.005%
5/8/2026 Pacific Sun Financial Corp14,432$884K0.4%+6.9%0.002%
5/8/2026 PNC Financial Services Group Inc.937,281$57.42M0.0%+11.9%0.135%
5/8/2026 Atlantic Private Wealth LLC56,384$3.45M2.3%-5.6%0.008%
5/8/2026 Glenview Trust Co13,942$854K0.0%-2.6%0.002%
5/8/2026 Cura Wealth Advisors LLC4,215$258K0.1%N/A0.001%
5/8/2026 One Charles Private Wealth Services LLC15,345$940K0.2%-2.2%0.002%
5/8/2026 Summit Global Investments36,343$2.23M0.1%N/A0.005%
5/8/2026 CVS HEALTH Corp7,000$429K0.2%N/A0.001%
5/8/2026 Cassaday & Co Wealth Management LLC1,104$68K0.0%N/A0.000%
5/8/2026 JSF Financial LLC5,382$330K0.1%+3.7%0.001%
5/7/2026 Florida Financial Advisors LLC54,974$3.37M0.8%+174.1%0.008%
5/7/2026 Hanover Advisors Inc.9,510$583K0.2%-3.2%0.001%
5/7/2026 Swan Global Investments LLC149,315$9.15M0.3%-22.5%0.022%
5/7/2026 AlTi Global Inc.152,606$9.34M0.2%+2.5%0.022%
5/7/2026 Van Strum & Towne Inc.103,913$6.37M1.9%-1.2%0.015%
5/7/2026 Earned Wealth Advisors LLC8,659$530K0.0%+89.4%0.001%
5/7/2026 Commonwealth Financial Services LLC9,679$593K0.1%+2.4%0.001%
5/7/2026 Continuum Wealth Advisors LLC152,073$9.32M3.9%N/A0.022%
5/7/2026 Lowe Brockenbrough & Co. Inc.82,666$5.06M0.3%-1.1%0.012%
5/7/2026 Scarborough Advisors LLC134,150$8.22M0.9%+1.2%0.019%
5/7/2026 Balefire LLC28,722$1.76M0.3%N/A0.004%
5/7/2026 Parallel Advisors LLC135,664$8.31M0.1%-1.3%0.020%
5/7/2026 Nelson Capital Management LLC34,513$2.11M0.3%-5.2%0.005%
5/7/2026 Eurizon Asset Management Hungary Ltd.10,000$613K0.7%N/A0.001%
5/7/2026 Financial Discovery Group Inc.47,093$2.89M6.7%N/A0.007%
5/7/2026 True North Advisors LLC38,601$2.37M0.3%+0.5%0.006%
5/7/2026 World Equity Group Inc.4,642$284K0.1%-17.8%0.001%
5/7/2026 Valley Wealth Managers Inc.1,317$81K0.0%-99.1%0.000%
5/7/2026 Windward Private Wealth Management Inc.3,419$209K0.1%N/A0.000%
5/7/2026 Spartan Wealth Advisory Services LLC9,786$599K0.1%N/A0.001%
5/7/2026 Tandem Wealth Advisors LLC15,949$977K0.4%-12.4%0.002%
5/7/2026 Crescent Grove Advisors LLC201,864$12.37M1.2%+0.3%0.029%
5/6/2026 Laidlaw Wealth Management LLC7,797$478K1.7%N/A0.001%
5/6/2026 Jennison Associates LLC43,995$2.70M0.0%+5.4%0.006%
5/6/2026 Pavion Blue Capital LLC12,890$790K0.3%-15.0%0.002%
5/6/2026 Audent Global Asset Management LLC17,101$1.05M1.1%-38.2%0.002%
5/6/2026 Quadrant Private Wealth Management LLC19,133$1.17M0.2%+22.0%0.003%
5/6/2026 Zhang Financial LLC4,087$250K0.0%N/A0.001%
5/6/2026 Centennial Bank AR 18,088$1.11M0.4%+11.1%0.003%
5/6/2026 Simon Quick Advisors LLC178,965$10.96M0.5%+2.2%0.026%
5/6/2026 Cornerstone Planning Group LLC18,060$1.07M0.1%-3.1%0.003%
5/6/2026 Gryphon Financial Partners LLC8,560$524K0.1%+3.2%0.001%
5/6/2026 Arcus Capital Partners LLC8,716$534K0.2%-53.3%0.001%
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5/6/2026 Hamilton Point Investment Advisors LLC2,392$147K0.0%-11.7%0.000%
5/6/2026 Modera Wealth Management LLC11,827$725K0.0%+18.4%0.002%
5/6/2026 Townsend Asset Management Corp NC ADV2,558$157K0.1%+188.7%0.000%
5/6/2026 Assetmark Inc.1,277,309$78.25M0.2%+7,281.6%0.184%
5/6/2026 PeakShares LLC18,400$1.13M1.0%-22.7%0.003%
5/6/2026 Gallacher Capital Management LLC16,888$1.04M0.4%-40.7%0.002%
5/6/2026 Main Street Group LTD68,120$4.17M1.2%N/A0.010%
5/6/2026 Angeles Wealth Management LLC19,392$1.19M0.1%-2.7%0.003%
5/6/2026 Bauman Advisory Group LLC9,922$608K0.4%+5.6%0.001%
5/6/2026 Bessemer Group Inc.18,378$1.13M0.0%+2.5%0.003%


XLE Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,276 institutional investors and hedge funds held shares of Energy Select Sector SPDR Fund. The most heavily invested institutionals were 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), Hamilton Capital LLC ($300.84M), and Ameriprise Financial Inc. ($266.10M).Learn more on Energy Select Sector SPDR Fund's institutional investors.

Of the 2,119 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 338,933,136 shares in the last 24 months. This purchase volume represents approximately $14.77B in transactions.

Of the 900 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), 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), Laurel Wealth Advisors LLC ($1.53M), and Phoenix Financial Ltd. ($1.33M).

Institutional investors have sold a total of 40,076,418 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.



This page (NYSEARCA:XLE) was last updated on 5/17/2026 by MarketBeat.com Staff.
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