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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$63.54 +0.72 (+1.15%)
As of 01:05 PM Eastern
This is a fair market value 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)
1702
Total
Institutional Inflows
(last 12 months)
$5.61B
Number of
Institutional Sellers
(last 12 months)
723
Total
Institutional Outflows
(last 12 months)
$2.69B
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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
10/2/2026 First Citizens Financial Corp13,533$832K0.4%+3.3%0.002%
10/2/2026 Polaris Financial Partners1,975$122K0.1%N/A0.000%
10/2/2026 CX Institutional9,081$558K0.0%-74.5%0.001%
10/2/2026 Private Client Services LLC20,402$1.26M0.3%+17.9%0.003%
10/1/2026 Roxbury Financial LLC9,449$581K0.4%-2.0%0.001%
10/1/2026 Montecito Bank & Trust6,252$384K0.1%-3.1%0.001%
10/1/2026 Stonebridge Financial Group LLC451,683$27.78M2.0%N/A0.070%
9/23/2026QRG Capital Management Inc.7,090$377K0.0%+33.4%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.107,973$5.73M0.0%+93.5%0.017%
9/23/2026Envestnet Asset Management Inc.7,561,300$401.58M0.1%+38.6%1.166%
9/22/2026State Street Corp1,852,648$98.39M0.0%+85.3%0.286%
9/22/2026Innovative Advisory Group LLC21,328$1.13M0.9%-2.1%0.003%
9/16/2026IKE Capital LLC13,750$730K0.4%-4.2%0.002%
9/11/2026Bullseye Investment Management LLC1,720$91K0.0%N/A0.000%
9/11/2026Talon Private Wealth LLC13,758$731K0.1%+301.1%0.002%
9/9/2026Miramontes Capital LLC120,802$6.42M2.0%+6.1%0.018%
9/9/2026The Manufacturers Life Insurance Company 70,856$3.76M0.0%-80.1%0.011%
9/9/2026Sequoia Financial Advisors LLC141,274$7.50M0.0%+3.4%0.022%
9/9/2026Tidal Investments LLC46,152$2.45M0.0%-96.5%0.007%
9/9/2026Van Hulzen Asset Management LLC4,916$261K0.0%-14.3%0.001%
9/9/2026IPG Investment Advisors LLC9,005$478K0.1%-24.1%0.001%
9/9/2026MCF Advisors LLC6,347$337K0.0%-4.1%0.001%
9/9/2026Arlington Capital Management Inc.13,602$722K0.4%+2.6%0.002%
9/9/2026Archford Capital Strategies LLC26,829$1.43M0.1%-1.4%0.004%
9/9/2026BlueCrest Capital Management Ltd15,937$846K0.0%N/A0.002%
9/9/2026WINTON GROUP Ltd210,863$11.20M0.4%N/A0.032%
9/9/2026Engineers Gate Manager LP43,342$2.30M0.0%N/A0.007%
9/9/2026Plimoth Trust Co. LLC8,133$432K0.1%+13.1%0.001%
9/9/2026Capital Analysts LLC29,315$1.56M0.0%+2.0%0.004%
9/9/2026Summit Financial Strategies Inc.6,440$342K0.0%+2.6%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC11,453$608K0.0%+3.2%0.002%
9/9/2026NorthRock Partners LLC112,406$5.97M0.1%+47.9%0.017%
9/9/2026Integrated Wealth Concepts LLC320,394$17.02M0.1%+5.6%0.049%
9/9/2026Community Bank N.A.53,913$2.86M0.3%-1.8%0.008%
9/9/2026Maven Securities LTD249,455$13.25M0.3%-75.1%0.038%
9/9/2026RFG Advisory LLC52,667$2.80M0.0%-40.3%0.008%
9/9/2026NewEdge Advisors LLC683,316$36.29M0.1%+38.8%0.104%
9/9/2026IFP Advisors Inc148,671$7.90M0.1%+170.7%0.023%
9/9/2026Baird Financial Group Inc.1,064,108$56.52M0.1%-2.3%0.162%
9/9/2026Sterling Investment Advisors Ltd.10,986$583K0.1%-33.9%0.002%
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9/9/2026One Charles Private Wealth Services LLC14,038$746K0.2%-8.5%0.002%
9/8/2026Allworth Financial LP93,149$4.95M0.0%-0.7%0.014%
9/8/2026Waverly Advisors LLC260,263$13.82M0.1%-9.0%0.040%
9/2/20261607 Capital Partners LLC41,370$2.20M0.1%-42.2%0.006%
9/2/2026Second Line Capital LLC3,992$212K0.0%+14.9%0.001%
9/2/2026Range Advisory LLC9,193$488K0.1%+7.4%0.001%
9/2/2026Brown Lisle Cummings Inc.678$36K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP1,033,858$54.91M0.1%-11.5%0.158%
8/27/2026Tucker Asset Management LLC92,467$4.91M1.2%+1.8%0.014%
8/26/2026Principia Wealth Advisory LLC64,427$3.42M0.7%+36.9%0.010%
8/26/2026HighTower Advisors LLC1,771,737$94.10M0.1%-11.9%0.270%
8/25/2026January Capital Advisors LLC133,886$7.11M6.0%+274.5%0.020%
8/24/2026Serenity Investment Advisors3,420$182K0.1%N/A0.001%
8/24/2026Carlson Financial Inc.15,072$801K0.4%-1.8%0.002%
8/23/2026Hyundai Investments Co. Ltd.9,792$525K0.6%+9.9%0.001%
8/23/2026Atlantic Private Wealth LLC30,332$1.61M1.0%-46.2%0.005%
8/23/2026Studio Investment Management LLC4,612$245K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC116,232$6.17M0.1%+135.1%0.018%
8/23/2026Straight Path Wealth Management6,460$343K0.1%+8.2%0.001%
8/23/2026Wedmont Private Capital18,330$1.01M0.0%+1.8%0.003%
8/23/2026Kintra Wealth LLC4,399$234K0.0%+7.6%0.001%
8/23/2026PCG Wealth Advisors LLC14,672$779K0.2%-60.1%0.002%
8/23/2026Passaic Partners LLC357,183$18.97M1.4%N/A0.054%
8/23/2026Endeavor Private Wealth Inc.7,337$390K0.1%-22.8%0.001%
8/23/2026Operose Advisors LLC7,068$375K0.1%+31.9%0.001%
8/23/2026HB Wealth Management LLC70,096$3.72M0.0%+69.1%0.011%
8/23/2026Asset Allocation Strategies LLC40,724$2.16M0.3%+3.9%0.006%
8/23/2026Angeles Wealth Management LLC22,558$1.20M0.0%+16.3%0.003%
8/23/2026Unique Wealth LLC5,675$301K0.0%N/A0.001%
8/22/2026Advisory Solutions Group LLC76,885$4.08M1.4%N/A0.012%
8/22/2026Compass Financial Management LLC18,996$1.06M0.1%N/A0.003%
8/22/2026NBH Bank5,485$291K0.1%N/A0.001%
8/22/2026MW Advisory LLC5,468$290K0.1%N/A0.001%
8/22/2026Tenet Wealth Partners LLC6,910$403K0.3%N/A0.001%
8/22/2026Markowski Investments1,407$75K0.0%N/A0.000%
8/22/2026OceanIQ Capital LLC11,400$605K0.4%N/A0.002%
8/22/2026Highland Investment Advisors LLC1,054$56K0.0%N/A0.000%
8/22/2026Strive Financial Group LLC4,914$261K0.1%-3.7%0.001%
8/22/2026Meadowbrook Wealth Management LLC9,385$496K0.5%-24.6%0.001%
8/22/2026Vertex Investment Solutions Co. Ltd.17,400$930K0.6%-69.1%0.003%
8/22/2026Investor s Fiduciary Advisor Network LLC7,682$408K0.1%-15.7%0.001%
8/22/2026NWF Advisory Services Inc.5,518$293K0.0%-15.8%0.001%
8/22/2026Syon Capital LLC30,996$1.65M0.1%-17.5%0.005%
8/22/2026TD Waterhouse Canada Inc.57,355$3.03M0.0%-47.1%0.009%
8/22/2026Premier Path Wealth Partners LLC51,242$2.72M0.3%-1.6%0.008%
8/22/2026Concurrent Investment Advisors LLC255,960$13.59M0.1%-20.8%0.039%
8/22/2026Burford Brothers Inc.15,643$831K0.3%-1.4%0.002%
8/21/2026Mason & Associates Inc13,086$695K0.1%+2.7%0.002%
8/21/2026Beacon Capital Management LLC4,505$239K0.0%-9.6%0.001%
8/21/2026Continuum Advisory LLC16,580$881K0.1%+6.0%0.003%
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8/21/2026Safeguard Investment Advisory Group LLC7,707$409K0.1%-2.9%0.001%
8/21/2026Round Rock Advisors LLC3,980$211K0.0%-5.2%0.001%
8/21/2026Coppell Advisory Solutions LLC5,787$307K0.1%N/A0.001%
8/21/2026MBA Advisors LLC7,039$374K0.1%+22.1%0.001%
8/21/2026Firestone Capital Management9,594$510K0.1%+26.8%0.001%
8/21/2026Beacon Financial Advisory LLC12,595$669K0.1%-1.7%0.002%
8/21/2026KFA 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%
8/21/2026Laidlaw Wealth Management LLC5,269$280K0.8%-32.4%0.001%
8/21/2026Secure Asset Management LLC9,042$480K0.1%+6.5%0.001%


XLE Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,257 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), Envestnet Asset Management Inc. ($401.58M), and Menora Mivtachim Holdings LTD. ($322.53M).Learn more on Energy Select Sector SPDR Fund's institutional investors.

Of the 2,082 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 119,621,728 shares in the last 24 months. This purchase volume represents approximately $5.61B in transactions.

Of the 723 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 51,938,297 shares in the last 24 months. This volume of shares sold represents approximately $2.69B 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 10/5/2026. New 13F filings are added each quarter as they're published.
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