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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$92.52 -0.65 (-0.70%)
Closing price 03/21/2025 04:10 PM Eastern
Extended Trading
$92.70 +0.19 (+0.20%)
As of 03/21/2025 07:52 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)
1285
Total
Institutional Inflows
(last 12 months)
$4.00B
Number of
Institutional Sellers
(last 12 months)
953
Total
Institutional Outflows
(last 12 months)
$2.77B
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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
3/19/2025Northeast Planning Associates INC. NH113,223$9.70M10.0%N/A0.031%
3/18/2025Objective Capital Management LLC7,502$643K0.4%-4.7%0.002%
3/18/2025CWC Advisors LLC.30,087$2.58M2.6%+7.5%0.008%
3/18/2025111 Capital93,629$8.02M1.7%N/A0.026%
3/17/2025 NorthCrest Asset Manangement LLC46,087$3.95M0.1%+1.4%0.013%
3/17/2025Members Wealth LLC3,729$332K0.2%N/A0.001%
3/14/2025 Hara Capital LLC2,370$203K0.1%-59.3%0.001%
3/12/2025 Northstar Financial Companies Inc.3,891$333K0.3%N/A0.001%
3/12/2025 Centaurus Financial Inc.13,142$1.13M0.1%-25.8%0.004%
3/12/2025 Wealthedge Investment Advisors LLC2,597$222K0.1%N/A0.001%
3/11/2025 Campbell Deegan Wealth Management LLC7,511$643K0.8%N/A0.002%
3/11/2025 Lighthouse Financial LLC5,900$505K0.4%N/A0.002%
3/6/2025 Copia Wealth Management3,999$343K0.3%N/A0.001%
3/6/2025 Wood Tarver Financial Group LLC9,894$847K0.3%N/A0.003%
3/5/2025 Castle Rock Wealth Management LLC26,544$2.39M0.6%+4.7%0.007%
3/4/2025 Buska Wealth Management LLC102,565$8.79M2.8%+9.4%0.028%
3/4/2025 Audent Global Asset Management LLC21,611$1.85M1.2%+84.2%0.006%
2/28/2025 Park Square Financial Group LLC2,150$184K0.1%N/A0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.16,146$1.38M0.2%+131.6%0.004%
2/26/2025 LM Advisors LLC3,020$259K0.0%+18.7%0.001%
2/25/2025 Leigh Baldwin & CO. LLC5,179$444K0.2%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.69,228$5.93M0.2%-10.5%0.016%
2/25/2025 Armis Advisers LLC2,420$207K0.0%N/A0.001%
2/25/2025 Integrated Advisors Network LLC74,144$6.35M0.3%+0.2%0.017%
2/24/2025 H&H Retirement Design & Management INC47,871$4.35M2.7%-2.4%0.011%
2/24/2025 Hall Capital Management Co. Inc.49,166$4.21M2.0%N/A0.011%
2/24/2025 Great Valley Advisor Group Inc.50,549$4.33M0.1%-4.1%0.012%
2/24/2025 Ameriflex Group Inc.16,100$1.41M0.6%N/A0.004%
2/24/2025 Sunbeam Capital Management LLC18,994$1.63M1.5%N/A0.004%
2/21/2025 Aberdeen Wealth Management LLC9,955$853K0.6%-2.0%0.002%
2/21/2025 WNY Asset Management LLC299,004$25.61M3.2%+149.1%0.069%
2/21/2025 Vermillion Wealth Management Inc.382$33K0.0%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC1,121$96K0.2%N/A0.000%
2/20/2025 Kingstone Capital Partners Texas LLC40,985$3.51M2.9%N/A0.009%
2/20/2025 Jupiter Wealth Management LLC60,059$5.15M2.6%-1.9%0.014%
2/19/2025 North Star Asset Management Inc.42,138$3.61M0.2%-5.7%0.010%
2/19/2025 Invst LLC8,912$763K0.1%-13.2%0.002%
2/19/2025 Retirement Planning Group LLC NY40,475$3.47M3.8%N/A0.009%
2/19/2025 Wilson & Boucher Capital Management LLC12,070$1.03M0.7%-1.6%0.003%
2/19/2025 CTC Alternative Strategies Ltd.17,850$1.53M1.8%-21.0%0.004%
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2/19/2025 Parr Mcknight Wealth Management Group LLC17,489$1.50M0.2%N/A0.004%
2/18/2025 Western Wealth Management LLC2,546$218K0.1%-95.7%0.001%
2/18/2025 Hudson Value Partners LLC5,500$471K0.2%-21.4%0.001%
2/18/2025 Strait & Sound Wealth Management LLC8,334$714K0.3%+39.9%0.002%
2/18/2025 Sunbelt Securities Inc.9,971$843K0.1%+4.9%0.002%
2/18/2025 GTS Securities LLC228,653$19.58M1.0%-178.8%0.053%
2/18/2025 Fourth Dimension Wealth LLC23,371$2.02M1.1%N/A0.005%
2/18/2025 Pettinga Financial Advisors LLC41,408$3.55M0.8%+1.1%0.010%
2/18/2025 Retirement Planning Group LLC22,032$1.89M0.1%+3.0%0.005%
2/18/2025 Pacific Center for Financial Services382$33K0.0%-49.7%0.000%
2/18/2025 Highview Capital Management LLC DE 13,707$1.17M0.5%N/A0.003%
2/18/2025 Legacy Financial Group Inc.4,079$349K0.1%+19.6%0.001%
2/18/2025 Novem Group4,871$417K0.1%N/A0.001%
2/18/2025 10Elms LLP5,352$458K0.5%N/A0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp432,201$37.02M0.2%+108.8%0.100%
2/18/2025 Focus Partners Advisor Solutions LLC7,167$614K0.0%-1.8%0.002%
2/18/2025 First Heartland Consultants Inc.2,466$211K0.0%-6.9%0.001%
2/18/2025 Mpwm Advisory Solutions LLC604$52K0.0%N/A0.000%
2/18/2025 Lantern Wealth Advisors LLC4,555$390K0.3%-4.4%0.001%
2/17/2025 Waverly Advisors LLC24,371$2.09M0.0%+107.0%0.006%
2/17/2025 Wellington Wealth Strategies LLC.2,590$232K0.2%-65.1%0.001%
2/17/2025 Williams Jones Wealth Management LLC.8,914$764K0.0%+64.7%0.002%
2/17/2025 Willis Johnson & Associates Inc.27,822$2.38M0.2%-2.6%0.006%
2/17/2025 Windsor Advisory Group LLC7,861$673K0.8%-9.0%0.002%
2/17/2025 Vident Advisory LLC15,924$1.36M0.0%-6.3%0.004%
2/17/2025 Visionary Wealth Advisors48,958$4.19M0.2%-24.1%0.011%
2/17/2025 Vivaldi Capital Management LP5,076$459K0.1%-4.7%0.001%
2/17/2025 Tidal Investments LLC9,694$830K0.0%-39.6%0.002%
2/17/2025 TrinityPoint Wealth LLC3,492$299K0.0%+23.0%0.001%
2/17/2025 Strategic Wealth Partners Ltd.4,628$415K0.0%+18.4%0.001%
2/17/2025 Toronto Dominion Bank253,749$21.73M0.0%-7.1%0.059%
2/17/2025 Studio Investment Management LLC629$54K0.0%+43.6%0.000%
2/17/2025 Snowden Capital Advisors LLC59,288$5.08M0.2%-11.4%0.014%
2/17/2025 Security National Bank of SO Dak4,260$365K0.2%N/A0.001%
2/17/2025 Redwood Financial Network Corp7,893$676K0.5%-13.6%0.002%
2/17/2025 Point72 Europe London LLP17,016$1.46M0.1%-23.7%0.004%
2/17/2025 Private Capital Management LLC18,962$1.62M0.2%-1.4%0.004%
2/17/2025 Quantinno Capital Management LP23,891$2.05M0.0%+25.4%0.006%
2/17/2025 Pathstone Holdings LLC212,824$18.29M0.1%+14.6%0.049%
2/17/2025 NWI Management LP16,000$1.37M0.1%-98.4%0.004%
2/17/2025 Nan Shan Life Insurance Co. Ltd.330,705$28.33M0.7%-6.7%0.076%
2/17/2025 NorthRock Partners LLC6,110$523K0.0%+11.1%0.001%
2/17/2025 Northeast Financial Consultants Inc54,022$4.63M0.2%-7.2%0.012%
2/17/2025 Obermeyer Wealth Partners5,566$477K0.0%+11.0%0.001%
2/17/2025 Maven Securities LTD6,300$540K0.0%+48.9%0.001%
2/17/2025 Measured Risk Portfolios Inc.4,875$418K0.4%N/A0.001%
2/17/2025 Leigh Baldwin & CO. LLC443,592$38.00M0.2%N/A0.102%
2/17/2025 Investor s Fiduciary Advisor Network LLC3,948$338K0.1%N/A0.001%
2/17/2025 J. Goldman & Co LP100,053$8.57M0.2%+304.3%0.023%
2/17/2025 Geller Advisors LLC6,741$577K0.0%N/A0.002%
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2/17/2025 Global Assets Advisory LLC6,575$570K0.3%+60.4%0.002%
2/17/2025 Focus Partners Wealth441,983$38.84M0.1%+101.8%0.102%
2/17/2025 Full Sail Capital LLC175,503$15.03M1.0%-4.6%0.041%
2/17/2025 Ensign Peak Advisors Inc30,484$2.61M0.0%-39.6%0.007%
2/17/2025 First Manhattan CO. LLC.18,511$1.59M0.0%+76.2%0.004%
2/17/2025 Fiduciary Trust Co44,957$3.85M0.1%+2.3%0.010%
2/17/2025 Family Management Corp464$40K0.0%N/A0.000%
2/17/2025 Cladis Investment Advisory LLC17,590$1.51M1.1%+23.3%0.004%
2/17/2025 Deutsche Bank AG30,114$2.58M0.0%-7.7%0.007%
2/17/2025 D. E. Shaw & Co. Inc.839,638$71.92M0.1%N/A0.194%
(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 1,852 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 98,107,963 shares in the last 24 months. This purchase volume represents approximately $8.54B in transactions.

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

Of the 1,372 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), National Bank of Canada FI ($2.15M), and Bessemer Group Inc. ($2.05M).

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

Institutional investors have sold a total of 80,609,543 shares in the last 24 months. This volume of shares sold represents approximately $6.90B in transactions.


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This page (NYSEARCA:XLE) was last updated on 3/23/2025 by MarketBeat.com Staff
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