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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$78.89 +1.91 (+2.48%)
Closing price 04/11/2025 04:10 PM Eastern
Extended Trading
$79.03 +0.14 (+0.17%)
As of 04/11/2025 08:00 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 Polygon.io. 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)
1283
Total
Institutional Inflows
(last 12 months)
$3.94B
Number of
Institutional Sellers
(last 12 months)
966
Total
Institutional Outflows
(last 12 months)
$2.78B
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XLE Institutional Buying and Selling by Quarter

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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
4/11/2025Lake Hills Wealth Management LLC87,421$8.17M5.6%+14.6%0.025%
4/11/2025Joule Financial LLC29,870$2.79M1.0%+10.4%0.008%
4/11/2025AAFMAA Wealth Management & Trust LLC14,392$1.35M0.6%+9.9%0.004%
4/11/2025GGM Financials LLC2,870$268K0.2%-8.9%0.001%
4/11/2025Successful Portfolios LLC3,520$329K0.2%-5.4%0.001%
4/11/2025Independence Bank of Kentucky25,760$2.41M0.4%-2.3%0.007%
4/11/2025Hudson Valley Investment Advisors Inc. ADV33,991$3.18M0.4%-10.6%0.010%
4/11/2025Butensky & Cohen Financial Security Inc.18,278$1.71M0.5%+2.0%0.005%
4/11/2025Disciplined Investments LLC5,814$543K0.2%-70.6%0.002%
4/11/2025First National Corp MA ADV4,990$466K0.1%-21.7%0.001%
4/11/2025Constitution Capital LLC10,405$972K0.5%-3.7%0.003%
4/11/2025Pines Wealth Management LLC21,409$2.00M0.9%+5.5%0.006%
4/11/2025Sovereign Financial Group Inc.6,623$619K0.1%+20.3%0.002%
4/11/2025SeaCrest Wealth Management LLC10,595$990K0.1%+1.3%0.003%
4/11/2025MKT Advisors LLC3,540$331K0.1%+7.8%0.001%
4/11/2025Procyon Advisors LLC12,186$1.14M0.1%+10.1%0.003%
4/11/2025Oxinas Partners Wealth Management LLC9,872$923K0.5%+1.3%0.003%
4/11/2025Magnus Financial Group LLC58,797$5.50M0.5%-8.2%0.017%
4/11/2025Kapstone Financial Advisors LLC7,953$743K0.4%-2.0%0.002%
4/11/2025Intellectus Partners LLC28,580$2.67M0.7%+4.7%0.008%
4/11/2025Insight Advisors LLC PA7,302$682K0.1%+2.5%0.002%
4/11/2025Affinity Wealth Management LLC337,248$31.52M5.8%+3.3%0.095%
4/11/2025Herbst Group LLC46,678$4.36M3.1%-1.2%0.013%
4/11/2025AFG Fiduciary Services Limited Partnership15,788$1.48M0.4%-2.2%0.004%
4/11/2025Northwest Financial Advisors5,493$513K0.4%-23.3%0.002%
4/11/2025Curat Global LLC7,115$665K0.8%N/A0.002%
4/11/2025Generali Investments Management Co LLC7,774$726K0.2%N/A0.002%
4/11/2025Signal Advisors Wealth LLC36,220$3.39M0.3%+14.2%0.010%
4/11/2025Enclave Advisors LLC183,646$17.16M2.9%-11.9%0.052%
4/11/2025ACT Wealth Management LLC78,651$7.35M3.3%+6.6%0.022%
4/11/2025MRA Advisory Group2,188$204K0.1%-19.5%0.001%
4/11/2025Ullmann Wealth Partners Group LLC2,144$200K0.0%N/A0.001%
4/11/2025Edge Wealth Management LLC8,004$748K0.2%-41.5%0.002%
4/11/2025AMI Investment Management Inc.60,598$5.66M1.8%-8.6%0.017%
4/11/2025Armstrong Fleming & Moore Inc4,590$429K0.5%N/A0.001%
4/11/2025Annex Advisory Services LLC4,512$422K0.0%-34.4%0.001%
4/10/2025 Retirement Planning Group LLC19,788$1.85M0.1%-10.2%0.006%
4/10/2025 Boltwood Capital Management23,146$2.16M0.7%+1.7%0.007%
4/10/2025 Diligent Investors LLC7,803$729K0.2%-33.3%0.002%
4/10/2025 Maltin Wealth Management Inc.16,868$1.58M0.7%+3.3%0.005%
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4/10/2025 Fermata Advisors LLC9,651$902K0.2%+4.3%0.003%
4/10/2025 Gainplan LLC2,468$231K0.1%-27.1%0.001%
4/10/2025 LS Investment Advisors LLC109,285$10.21M1.6%-7.6%0.031%
4/10/2025 Beacon Financial Group30,625$2.86M0.3%-12.1%0.009%
4/10/2025 Lifestyle Asset Management Inc.3,422$320K0.2%N/A0.001%
4/10/2025 Matrix Trust Co42,899$4.01M0.7%-7.2%0.012%
4/10/2025 Secure Asset Management LLC4,336$405K0.1%-51.3%0.001%
4/10/2025 Long Run Wealth Advisors LLC70,381$6.58M1.5%-4.9%0.020%
4/10/2025 Nixon Peabody Trust Co.6,000$561K0.0%-4.8%0.002%
4/10/2025 Teamwork Financial Advisors LLC4,366$408K0.1%-5.3%0.001%
4/10/2025 Brave Asset Management Inc.3,635$340K0.1%+47.0%0.001%
4/10/2025 CPR Investments Inc.4,399$411K0.4%N/A0.001%
4/10/2025 Contravisory Investment Management Inc.18,565$1.74M0.4%N/A0.005%
4/10/2025 Peak Financial Advisors LLC17,923$1.68M0.9%-2.9%0.005%
4/10/2025 TrueWealth Advisors LLC8,623$806K0.3%-5.2%0.002%
4/10/2025 Clarus Wealth Advisors15,836$1.48M0.8%-8.3%0.004%
4/10/2025 Smith Anglin Financial LLC7,002$654K0.1%-9.8%0.002%
4/9/2025 Buska Wealth Management LLC106,632$9.97M3.1%+4.0%0.030%
4/9/2025 RFG Advisory LLC44,947$4.20M0.1%+45.0%0.013%
4/9/2025 Capital Asset Advisory Services LLC3,584$337K0.0%-5.0%0.001%
4/9/2025 Fulton Bank N.A.7,654$715K0.0%-5.9%0.002%
4/9/2025 HBW Advisory Services LLC17,700$1.65M0.2%-4.2%0.005%
4/9/2025 ST Germain D J Co. Inc.3,877$362K0.0%-7.8%0.001%
4/9/2025 Merit Financial Group LLC83,222$7.78M0.1%-27.7%0.023%
4/9/2025 Elevation Wealth Partners LLC334$31K0.0%-30.7%0.000%
4/9/2025 Anderson Hoagland & Co.40,507$3.79M0.5%-7.2%0.011%
4/9/2025 Harbor Investment Advisory LLC16,722$1.56M0.1%-2.7%0.005%
4/9/2025 Roxbury Financial LLC7,458$679K0.7%-6.7%0.002%
4/9/2025 Bennett Associates Wealth Management19,473$1.82M1.5%+1.2%0.005%
4/9/2025 Milestone Asset Management LLC6,841$639K0.1%+2.7%0.002%
4/9/2025 Flagstar Advisors Inc.10,894$1.02M0.3%-20.3%0.003%
4/9/2025 IMZ Advisory Inc49,182$4.60M2.1%-10.0%0.014%
4/9/2025 NBC Securities Inc.7,586$708K0.1%+108,271.4%0.002%
4/9/2025 Fiduciary Alliance LLC7,346$686K0.1%+120.5%0.002%
4/9/2025 Worth Asset Management LLC9,977$932K0.5%+5.5%0.003%
4/9/2025 CenterStar Asset Management LLC4,736$443K0.1%N/A0.001%
4/9/2025 180 Wealth Advisors LLC25,365$2.37M0.4%+10.5%0.007%
4/9/2025 Mirador Capital Partners LP3,021$282K0.0%-96.0%0.001%
4/9/2025 Castle Rock Wealth Management LLC26,264$2.45M0.7%-1.1%0.007%
4/8/2025 Fifth Third Wealth Advisors LLC28,574$2.67M0.1%+88.3%0.008%
4/8/2025 Peoples Bank KS23,922$2.24M1.5%+56.8%0.007%
4/8/2025 Dumont & Blake Investment Advisors LLC34,902$3.26M0.9%-3.5%0.010%
4/8/2025 Marion Wealth Management18,696$1.75M0.5%+5.0%0.005%
4/8/2025 Whitcomb & Hess Inc.95,983$8.97M2.7%+0.3%0.027%
4/8/2025 Boston Standard Wealth Management LLC2,256$206K0.0%N/A0.001%
4/8/2025 Beese Fulmer Investment Management Inc.7,208$674K0.1%N/A0.002%
4/8/2025 Investors Research Corp64,490$6.03M1.3%-0.4%0.018%
4/8/2025 Avondale Wealth Management30,102$2.81M1.8%+7.9%0.008%
4/8/2025 Winthrop Advisory Group LLC4,606$430K0.1%-21.1%0.001%
4/8/2025 BTC Capital Management Inc.3,161$295K0.0%N/A0.001%
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4/8/2025 Burns J W & Co. Inc. NY25,494$2.38M0.3%+4.6%0.007%
4/8/2025 Advisory Alpha LLC87,249$8.15M0.5%-32.8%0.025%
4/8/2025 Doliver Advisors LP3,480$325K0.1%-5.2%0.001%
4/8/2025 Private Client Services LLC5,012$468K0.2%-8.7%0.001%
4/8/2025 Global Financial Private Client LLC3,848$360K0.1%-3.5%0.001%
4/8/2025 Welch Group LLC5,763$533K0.0%-55.2%0.002%
4/8/2025 Parallel Advisors LLC90,535$8.46M0.2%-2.3%0.026%
4/8/2025 Lowe Wealth Advisors LLC23,796$2.22M0.9%+1.4%0.007%
4/7/2025 Partnership Wealth Management LLC15,710$1.47M1.2%+1.7%0.004%
4/7/2025 GoalVest Advisory LLC458$43K0.0%-50.2%0.000%
(Data available from 1/1/2016 forward)

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XLE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLE shares?

During the previous two years, 2,148 institutional investors and hedge funds held shares of Energy Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($10.67B), Scissortail Wealth Management LLC ($2.39B), Morgan Stanley ($1.49B), JPMorgan Chase & Co. ($678.23M), LPL Financial LLC ($622.54M), Ameriprise Financial Inc. ($336.67M), and Hamilton Capital LLC ($297.49M).Learn more on XLE's institutional investors.

Which institutional investors have been buying Energy Select Sector SPDR Fund stock?

Of the 1,855 institutional investors that purchased Energy Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($3.67M), Raymond James Financial Inc. ($3.36M), Harel Insurance Investments & Financial Services Ltd. ($3.07M), Clal Insurance Enterprises Holdings Ltd ($3.02M), SPX Gestao de Recursos Ltda ($2.56M), International Assets Investment Management LLC ($2.05M), and Charles Schwab Investment Management Inc. ($1.70M).

How much institutional buying is happening at Energy Select Sector SPDR Fund?

Institutional investors have bought a total of 97,900,373 shares in the last 24 months. This purchase volume represents approximately $8.53B in transactions.

Which Energy Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 1,371 institutional investors that sold Energy Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($2.70M), Migdal Insurance & Financial Holdings Ltd. ($2.63M), SPX Gestao de Recursos Ltda ($2.48M), Barclays PLC ($2.44M), Charles Schwab Investment Management Inc. ($2.32M), Bessemer Group Inc. ($2.05M), and Clal Insurance Enterprises Holdings Ltd ($2.00M).

How much institutional selling is happening at Energy Select Sector SPDR Fund?

Institutional investors have sold a total of 78,640,698 shares in the last 24 months. This volume of shares sold represents approximately $6.74B in transactions.


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This page (NYSEARCA:XLE) was last updated on 4/13/2025 by MarketBeat.com Staff
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