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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$84.14 +0.82 (+0.98%)
(As of 12/20/2024 05:45 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
1118
Total
Institutional Inflows
(last 12 months)
$3.17B
Number of
Institutional Sellers
(last 12 months)
899
Total
Institutional Outflows
(last 12 months)
$2.50B
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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
12/16/2024 SMART Wealth LLC11,236$987K0.4%-46.3%0.003%
12/13/2024 B. Riley Wealth Advisors Inc.77,379$6.98M0.2%-41.9%0.018%
12/11/2024 1ST Source Bank8,079$709K0.0%-3.0%0.002%
12/10/2024 Garden State Investment Advisory Services LLC7,497$659K0.2%-3.4%0.002%
12/2/2024 Beaird Harris Wealth Management LLC2,379$209K0.0%+875.0%0.001%
11/27/2024 Franklin Resources Inc.255,829$23.73M0.0%+13.2%0.059%
11/26/2024 Peapack Gladstone Financial Corp274,835$24.13M0.3%-0.1%0.063%
11/25/2024 Synovus Financial Corp89,102$7.82M0.1%+89.7%0.021%
11/25/2024 Castellan Group60,780$5.34M2.2%+99.9%0.014%
11/25/2024 Tidal Investments LLC16,049$1.41M0.0%-43.7%0.004%
11/25/2024 PVG Asset Management Corp5,608$492K2.0%-48.0%0.001%
11/25/2024 Wilmington Savings Fund Society FSB128,153$11.25M0.2%N/A0.030%
11/25/2024 World Investment Advisors LLC7,207$633K0.0%+116.6%0.002%
11/25/2024 Sanctuary Advisors LLC329,826$32.08M0.2%+0.1%0.076%
11/25/2024 Pine Valley Investments Ltd Liability Co32,064$2.82M0.2%-5.4%0.007%
11/22/2024 Eaton Financial Holdings Company LLC50,665$4.45M1.8%N/A0.012%
11/22/2024 Fulcrum Equity Management5,205$457K0.4%-47.1%0.001%
11/20/2024 Westside Investment Management Inc.13,076$1.15M0.2%+27.5%0.003%
11/20/2024 Virtu Financial LLC37,085$3.26M0.2%-60.2%0.009%
11/19/2024 McIlrath & Eck LLC742$65K0.0%-50.5%0.000%
11/19/2024 Invst LLC10,263$901K0.1%-89.4%0.002%
11/19/2024 M&T Bank Corp82,684$7.26M0.0%+39.4%0.019%
11/18/2024 Soltis Investment Advisors LLC7,315$642K0.1%-15.2%0.002%
11/18/2024 Rehmann Capital Advisory Group7,721$678K0.0%+5.9%0.002%
11/18/2024 TD Private Client Wealth LLC12,736$1.12M0.0%-12.4%0.003%
11/18/2024 Hobbs Group Advisors LLC2,199$193K0.1%-61.1%0.001%
11/18/2024 Arete Wealth Advisors LLC18,704$1.64M0.1%-16.4%0.004%
11/18/2024 Asset Allocation Strategies LLC35,842$3.15M0.9%-41.0%0.008%
11/18/2024 Sunbelt Securities Inc.9,506$835K0.1%-4.9%0.002%
11/18/2024 Toronto Dominion Bank273,242$23.99M0.0%-21.7%0.063%
11/18/2024 Wilson & Boucher Capital Management LLC12,269$1.08M0.7%-1.6%0.003%
11/18/2024 Coldstream Capital Management Inc.4,638$407K0.0%-12.8%0.001%
11/18/2024 FRG Family Wealth Advisors LLC6,080$534K0.1%+3.1%0.001%
11/15/2024 Goodman Advisory Group LLC20,543$1.80M0.5%+286.4%0.005%
11/15/2024 Resources Management Corp CT ADV8,015$704K0.1%-3.1%0.002%
11/15/2024 M&T Bank Corp82,684$7.26M0.0%+39.4%0.019%
11/15/2024 Executive Wealth Management LLC9,745$856K0.1%-1.9%0.002%
11/15/2024 Continuum Advisory LLC639$61K0.0%-64.3%0.000%
11/15/2024 LRI Investments LLC1,924$183K0.0%+390.8%0.000%
11/15/2024 Hamilton Capital LLC3,358,057$297.49M21.9%+5.7%0.775%
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11/15/2024 Cape Cod Five Cents Savings Bank33,544$3.06M0.3%-1.7%0.008%
11/15/2024 Glass Jacobson Investment Advisors llc15,922$1.40M0.5%-2.3%0.004%
11/15/2024 MML Investors Services LLC568,540$49.92M0.2%+4.0%0.131%
11/15/2024 CTC Alternative Strategies Ltd.22,600$1.98M2.5%N/A0.005%
11/15/2024 Northeast Financial Consultants Inc58,192$5.11M0.2%-17.6%0.013%
11/15/2024 Orion Portfolio Solutions LLC44,775$3.93M0.1%-25.8%0.010%
11/15/2024 Zacks Investment Management5,080$446K0.0%+8.8%0.001%
11/15/2024 National Bank of Canada FI66,314$5.82M0.0%-36.5%0.015%
11/15/2024 Glen Eagle Advisors LLC10,173$893K0.2%-1.1%0.002%
11/15/2024 EP Wealth Advisors LLC555,109$48.74M0.4%+487.3%0.128%
11/15/2024 Insigneo Advisory Services LLC48,511$4.26M0.4%+1.2%0.011%
11/15/2024 Kovitz Investment Group Partners LLC31,221$2.54M0.0%N/A0.007%
11/15/2024 Wellington Management Group LLP5,116$449K0.0%-98.6%0.001%
11/15/2024 Weaver Consulting Group9,777$858K0.3%+2.0%0.002%
11/15/2024 Texas Capital Bank Wealth Management Services Inc3,671$322K0.0%-3.7%0.001%
11/15/2024 State Street Corp170,001$14.93M0.0%-87.9%0.039%
11/15/2024 Stevens Capital Management LP51,968$4.56M0.6%+162.3%0.012%
11/15/2024 Stifel Financial Corp1,216,610$106.82M0.1%-0.3%0.281%
11/15/2024 Swmg LLC3,023$286K0.1%-19.0%0.001%
11/15/2024 Quantinno Capital Management LP19,050$1.67M0.0%+14.1%0.004%
11/15/2024 Resurgent Financial Advisors LLC6,423$564K0.3%+5.3%0.001%
11/15/2024 Maven Securities LTD4,230$371K0.0%-70.2%0.001%
11/15/2024 IHT Wealth Management LLC55,735$4.91M0.1%-15.8%0.013%
11/15/2024 Integrated Wealth Concepts LLC201,419$17.69M0.2%-0.6%0.046%
11/15/2024 IronBridge Private Wealth LLC45,224$3.97M1.5%+5.9%0.010%
11/15/2024 Hilltop Holdings Inc.36,067$3.17M0.2%+116.3%0.008%
11/15/2024 Garden State Investment Advisory Services LLC7,497$659K0.2%-3.4%0.002%
11/15/2024 Chevy Chase Trust Holdings LLC19,962$1.75M0.0%+10.9%0.005%
11/15/2024 Cladis Investment Advisory LLC14,270$1.25M0.9%+4.8%0.003%
11/15/2024 Coastwise Capital Group LLC2,970$261K0.2%+25.4%0.001%
11/15/2024 Community Bank N.A.31,304$2.75M0.3%+1.7%0.007%
11/15/2024 Beck Capital Management LLC37,869$3.33M0.9%-5.9%0.009%
11/15/2024 Benjamin Edwards Inc.179,344$15.75M0.2%+1,888.5%0.041%
11/15/2024 Atom Investors LP53,057$4.66M0.5%+10.4%0.012%
11/15/2024 Audent Global Asset Management LLC11,731$1.03M1.8%-34.8%0.003%
11/15/2024 Alerus Financial NA91,853$8.07M0.6%-21.6%0.021%
11/15/2024 Paradigm Capital Management LLC NV7,125$626K0.6%N/A0.002%
11/14/2024 Morton Community Bank14,948$1.31M0.3%-9.9%0.003%
11/14/2024 Tradition Wealth Management LLC6,057$532K0.0%+5.7%0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp206,984$18.17M0.1%N/A0.048%
11/14/2024 Encompass More Asset Management54,322$4.77M1.8%+778.1%0.013%
11/14/2024 NCM Capital Management LLC2,985$262K0.1%-6.3%0.001%
11/14/2024 Acropolis Investment Management LLC13,217$1.16M0.1%-1.9%0.003%
11/14/2024 L.M. Kohn & Company9,051$795K0.2%-7.4%0.002%
11/14/2024 Point72 Europe London LLP22,300$1.96M0.1%N/A0.005%
11/14/2024 Circle Wealth Management LLC6,344$557K0.0%-17.7%0.001%
11/14/2024 Verition Fund Management LLC68,053$5.98M0.0%-43.4%0.016%
11/14/2024 Covey Capital Advisors LLC13,787$1.21M1.3%-5.3%0.003%
11/14/2024 Captrust Financial Advisors227,527$19.98M0.1%-49.5%0.053%
11/14/2024 Icon Wealth Advisors LLC5,132$451K0.0%+31.2%0.001%
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11/14/2024 Rockefeller Capital Management L.P.703,192$61.75M0.2%-1.2%0.162%
11/14/2024 Centric Wealth Management4,531$424K0.1%N/A0.001%
11/14/2024 Peterson Wealth Management3,734$328K0.2%-8.1%0.001%
11/14/2024 Pin Oak Investment Advisors Inc.1,900$166K0.2%+9.2%0.000%
11/14/2024 Financial Counselors Inc.24,302$2.13M0.0%+0.9%0.006%
11/14/2024 Fiduciary Trust Co43,929$3.86M0.1%+2.6%0.010%
11/14/2024 BBR Partners LLC6,523$573K0.0%N/A0.002%
11/14/2024 National Wealth Management Group LLC4,514$396K0.3%-2.7%0.001%
11/14/2024 Swan Global Investments LLC193,820$17.02M0.5%-10.1%0.045%
11/14/2024 Corsair Capital Management L.P.6,637$583K0.1%-31.1%0.002%
(Data available from 1/1/2016 forward)

XLE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLE shares?

During the previous two years, 2,018 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. ($728.93M), LPL Financial LLC ($622.54M), Ameriprise Financial Inc. ($359.89M), 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 1,735 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: Harel Insurance Investments & Financial Services Ltd. ($3.07M), Clal Insurance Enterprises Holdings Ltd ($3.02M), LPL Financial LLC ($2.72M), SPX Gestao de Recursos Ltda ($2.56M), JPMorgan Chase & Co. ($2.24M), Saudi Central Bank ($2.16M), and National Bank of Canada FI ($2.10M).

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

Institutional investors have bought a total of 95,808,312 shares in the last 24 months. This purchase volume represents approximately $8.38B in transactions.

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

Of the 1,336 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: SPX Gestao de Recursos Ltda ($5.86M), JPMorgan Chase & Co. ($3.33M), LPL Financial LLC ($2.70M), Migdal Insurance & Financial Holdings Ltd. ($2.63M), Clal Insurance Enterprises Holdings Ltd ($2.61M), Barclays PLC ($2.44M), and Charles Schwab Investment Management Inc. ($2.32M).

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

Institutional investors have sold a total of 81,466,398 shares in the last 24 months. This volume of shares sold represents approximately $6.99B in transactions.


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This page (NYSEARCA:XLE) was last updated on 12/21/2024 by MarketBeat.com Staff
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