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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$57.67 -1.08 (-1.84%)
Closing price 06/5/2026 04:10 PM Eastern
Extended Trading
$57.78 +0.10 (+0.18%)
As of 06/5/2026 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.
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Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1711
Total
Institutional Inflows
(last 12 months)
$14.90B
Number of
Institutional Sellers
(last 12 months)
905
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
6/4/2026 Town Capital LLC11,538$707K0.6%+10.5%0.002%
6/3/2026 Stillwater Private Wealth LLC36,648$2.25M1.9%N/A0.005%
6/3/2026 DV Trading LLC57,664$3.53M0.1%N/A0.008%
6/3/2026 Parallel Advisors LLC135,664$8.31M0.1%-1.3%0.020%
6/3/2026 NewEdge Advisors LLC492,191$30.15M0.1%+31.5%0.071%
6/2/2026 Optiver Holding B.V.1,377,208$84.37M0.0%+397,937.0%0.199%
6/1/2026 First Nebraska Trust Co57,102$3.50M0.3%N/A0.008%
6/1/2026 Flagship Wealth Advisors LLC1,817$111K0.0%-31.3%0.000%
6/1/2026 Foguth Wealth Management LLC.137,461$7.74M1.0%-22.2%0.020%
6/1/2026 Keel Point LLC27,024$1.66M0.1%-11.6%0.004%
5/28/2026 Cozad Asset Management Inc.13,516$828K0.1%+5.6%0.002%
5/26/2026 Glenmede Trust Co. NA168,569$10.33M0.1%+8.3%0.024%
5/26/2026 Summit Financial Wealth Advisors LLC12,431$762K0.1%-76.1%0.002%
5/26/2026 Axiom Investment Management LLC1,850$113K0.1%N/A0.000%
5/22/2026 WNY Asset Management LLC22,463$1.38M0.1%N/A0.003%
5/22/2026 Independent Wealth Advisors LLC5,343$327K0.3%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC16,479$939K0.0%N/A0.002%
5/22/2026 Wellington Grp LLC512$31K0.0%-84.8%0.000%
5/22/2026 Verus Capital Partners LLC20,291$1.24M0.1%-15.0%0.003%
5/21/2026 Raab & Moskowitz Asset Management LLC7,084$434K0.1%-6.0%0.001%
5/21/2026 Essential Partners LLC33,942$2.08M0.7%+2.8%0.005%
5/21/2026 Vestor Capital LLC1,010,538$61.91M4.5%+4.1%0.146%
5/21/2026 BankChampaign National Association5,424$332K0.3%N/A0.001%
5/20/2026 January Capital Advisors LLC35,746$2.19M3.0%N/A0.005%
5/20/2026 Arete Wealth Advisors LLC21,480$1.32M0.1%+14.4%0.003%
5/20/2026 Leigh Baldwin & CO. LLC6,195$380K0.2%N/A0.001%
5/19/2026 Western Wealth Management LLC116,172$7.12M0.3%+19.7%0.017%
5/19/2026 Royal Fund Management LLC9,873$605K0.1%-4.3%0.001%
5/19/2026 NewEdge Advisors LLC369,755$22.65M0.4%-1.2%0.053%
5/19/2026 Bank of America Corp DE39,650,027$2.43B0.2%-12.2%5.727%
5/19/2026 Alexander Labrunerie & CO. Inc.9,344$572K0.2%+1.9%0.001%
5/19/2026 Strait & Sound Wealth Management LLC12,750$781K0.3%+12.9%0.002%
5/19/2026 Edgestream Partners L.P.49,684$3.04M0.1%+178.6%0.007%
5/19/2026 Chesapeake Wealth Management24,977$1.53M0.5%-1.9%0.004%
5/19/2026 Centaurus Financial Inc.30,847$1.89M0.1%-7.3%0.004%
5/19/2026 Strategic Investment Advisors MI1,911$117K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC1,732$106K0.0%+148.9%0.000%
5/19/2026 Arkadios Wealth Advisors197,344$12.09M0.2%-1.8%0.029%
5/19/2026 IFS Group LLC5,081$311K0.3%N/A0.001%
5/19/2026 Encore Global Management LP27,400$1.68M1.2%N/A0.004%
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5/19/2026 Arete Wealth Advisors LLC21,480$1.32M0.1%+14.4%0.003%
5/18/2026 Sunbelt Securities Inc.13,639$836K0.1%+31.3%0.002%
5/18/2026 EverSource Wealth Advisors LLC16,703$1.02M0.0%-33.5%0.002%
5/18/2026 Talon Private Wealth LLC3,430$210K0.0%N/A0.000%
5/18/2026 Resources Management Corp CT ADV12,076$740K0.1%-2.0%0.002%
5/18/2026 Empowered Funds LLC351,173$21.51M0.1%+6,325.9%0.051%
5/18/2026 Estate Counselors LLC56,260$3.45M0.3%+35.8%0.008%
5/18/2026 Evercore Wealth Management LLC33,398$2.05M0.0%-0.6%0.005%
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%
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%
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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%


XLE Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,281 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 340,839,993 shares in the last 24 months. This purchase volume represents approximately $14.90B in transactions.

Of the 905 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 45,572,657 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 6/6/2026 by MarketBeat.com Staff.
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