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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

Energy Select Sector SPDR Fund logo
$93.96 +0.72 (+0.77%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1108
Total
Institutional Inflows
(last 12 months)
$3.25B
Number of
Institutional Sellers
(last 12 months)
894
Total
Institutional Outflows
(last 12 months)
$2.46B
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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
1/17/2025 Secure Asset Management LLC8,905$763K0.1%-35.7%0.002%
1/17/2025 Donoghue Forlines LLC16,582$1.42M0.5%N/A0.004%
1/17/2025 Galvin Gaustad & Stein LLC6,055$519K0.0%-14.5%0.001%
1/17/2025 Capital Planning Advisors LLC4,821$413K0.1%N/A0.001%
1/17/2025 Trust Co. of Oklahoma28,251$2.42M0.8%-5.2%0.007%
1/17/2025 Avior Wealth Management LLC14,096$1.20M0.0%+6.3%0.003%
1/17/2025 Teamwork Financial Advisors LLC4,609$395K0.1%-2.7%0.001%
1/17/2025 Granger Management LLC190,773$16.34M3.7%-25.2%0.044%
1/17/2025 D.B. Root & Company LLC6,335$543K0.2%+87.4%0.001%
1/17/2025 Mutual Advisors LLC69,418$6.47M0.2%-21.4%0.016%
1/17/2025 Independent Wealth Network Inc.10,441$894K0.4%+9.6%0.002%
1/17/2025 Janney Montgomery Scott LLC599,963$51.39M0.1%-2.9%0.138%
1/17/2025 Lake Hills Wealth Management LLC76,262$6.53M4.5%+8.6%0.018%
1/17/2025 SG Americas Securities LLC95,261$8.16M0.0%-25.8%0.022%
1/17/2025 Evolution Wealth Advisors LLC97,886$8.38M1.4%+27.2%0.023%
1/17/2025 Westside Investment Management Inc.13,738$1.18M0.2%+5.1%0.003%
1/17/2025 Janney Capital Management LLC178,166$15.26M1.0%-4.2%0.041%
1/17/2025 Magnus Financial Group LLC64,060$5.49M0.5%+3.3%0.015%
1/17/2025 Advisory Alpha LLC129,809$11.12M0.4%-38.9%0.030%
1/17/2025 Missouri Trust & Investment Co1,350$116K0.0%+150.0%0.000%
1/17/2025 Dakota Wealth Management151,898$13.01M0.3%-0.6%0.035%
1/17/2025 XML Financial LLC3,321$284K0.0%N/A0.001%
1/17/2025 AFG Fiduciary Services Limited Partnership16,148$1.50M0.5%+114.8%0.004%
1/17/2025 Simon Quick Advisors LLC5,550$475K0.0%+73.7%0.001%
1/17/2025 Beaumont Financial Advisors LLC39,151$3.35M0.3%+546.6%0.009%
1/17/2025 Proquility Private Wealth Partners LLC69,824$5.98M1.9%-6.9%0.016%
1/17/2025 Mirabaud & Cie SA3,140$269K0.1%N/A0.001%
1/17/2025 Oxinas Partners Wealth Management LLC9,741$834K0.5%-7.9%0.002%
1/17/2025 Octavia Wealth Advisors LLC3,655$313K0.0%-3.9%0.001%
1/17/2025 Roberts Wealth Advisors LLC6,902$639K0.2%+83.7%0.002%
1/17/2025 Fort Washington Investment Advisors Inc. OH4,284$367K0.0%-6.5%0.001%
1/17/2025 Enclave Advisors LLC208,504$17.86M2.9%-13.0%0.048%
1/17/2025 ACT Wealth Management LLC73,796$6.32M3.0%+2.7%0.017%
1/17/2025 Wall Street Financial Group Inc.4,549$390K0.4%-75.9%0.001%
1/17/2025 Atomi Financial Group Inc.4,156$356K0.0%N/A0.001%
1/17/2025 LifePlan Financial LLC28,276$2.42M2.1%-5.7%0.007%
1/17/2025 Transform Wealth LLC3,536$303K0.0%+35.5%0.001%
1/17/2025 Alpha Cubed Investments LLC21,886$1.88M0.1%+82.9%0.005%
1/17/2025 Camelot Technology Advisors Inc.41,739$3.58M3.2%-4.5%0.010%
1/17/2025 Segment Wealth Management LLC51,671$4.43M0.3%-1.1%0.012%
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1/16/2025 American Asset Management Inc.4,000$343K0.3%N/A0.001%
1/16/2025 ARS Investment Partners LLC10,314$884K0.1%+24.8%0.002%
1/16/2025 Royal Fund Management LLC15,006$1.29M0.1%+7.1%0.003%
1/16/2025 Chesapeake Wealth Management12,635$1.08M0.4%-1.2%0.003%
1/16/2025 Koshinski Asset Management Inc.41,059$3.52M0.0%-1.1%0.009%
1/16/2025 Central Bank & Trust Co.5,461$468K0.1%-2.7%0.001%
1/16/2025 Sowa Financial Group Inc.16,245$1.39M0.9%-10.4%0.004%
1/16/2025 Harbor Investment Advisory LLC17,178$1.47M0.1%-5.1%0.004%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.11,338$971K0.2%+2.3%0.003%
1/16/2025 Purus Wealth Management LLC24,215$2.07M0.8%+5.7%0.006%
1/16/2025 FLC Capital Advisors4,724$405K0.1%+8.8%0.001%
1/16/2025 Maltin Wealth Management Inc.16,325$1.40M0.7%+3.6%0.004%
1/16/2025 AMI Investment Management Inc.66,278$5.68M1.8%+12.8%0.015%
1/16/2025 BigSur Wealth Management LLC41,585$3.56M1.0%-26.4%0.010%
1/16/2025 UMB Bank n.a.44,053$3.77M0.1%-1.0%0.010%
1/16/2025 AHL Investment Management Inc.3,382$290K0.2%-7.4%0.001%
1/16/2025 M.E. Allison & CO. Inc.2,967$254K0.3%N/A0.001%
1/16/2025 FOCUS Wealth Advisors LLC45,171$3.87M2.1%+0.3%0.010%
1/16/2025 Ironwood Financial llc5,183$444K0.1%+65.6%0.001%
1/16/2025 Financial Freedom LLC80,276$6.88M3.6%+0.7%0.019%
1/16/2025 Diversify Advisory Services LLC89,632$7.92M0.4%-3.0%0.021%
1/16/2025 Terra Nova Asset Management LLC19,281$1.65M1.3%-8.6%0.004%
1/16/2025 Annex Advisory Services LLC6,879$589K0.0%+30.0%0.002%
1/16/2025 Evanson Asset Management LLC3,339$286K0.0%-5.5%0.001%
1/16/2025 Moulton Wealth Management Inc.19,779$1.69M1.3%-3.8%0.005%
1/16/2025 Client 1ST Advisory Group LLC6,273$537K0.2%N/A0.001%
1/16/2025 Grove Bank & Trust20,712$1.77M0.2%-13.3%0.005%
1/16/2025 Maiden Cove Capital LLC10,330$885K1.6%+4.2%0.002%
1/16/2025 Cadinha & Co. LLC9,515$815K0.1%-29.8%0.002%
1/16/2025 Stillwater Capital Advisors LLC76,510$6.55M0.8%+4.5%0.018%
1/15/2025 J2 Capital Management Inc2,501$214K0.2%N/A0.001%
1/15/2025 Joule Financial LLC27,045$2.32M0.8%+53.9%0.006%
1/15/2025 Wealth Alliance Advisory Group LLC2,598$223K0.0%-48.1%0.001%
1/15/2025 Astoria Portfolio Advisors LLC.3,174$290K0.1%N/A0.001%
1/15/2025 Herbst Group LLC47,243$4.05M2.5%-3.8%0.011%
1/15/2025 TCP Asset Management LLC5,846$501K0.1%+47.3%0.001%
1/15/2025 Krilogy Financial LLC72,550$6.22M0.4%+7.4%0.017%
1/15/2025 TruWealth Advisors LLC2,699$231K0.0%-7.0%0.001%
1/15/2025 Ameritas Advisory Services LLC77,342$6.63M0.2%-25.3%0.018%
1/15/2025 HB Wealth Management LLC61,660$5.28M0.1%+389.3%0.014%
1/15/2025 Financial & Tax Architects LLC7,347$629K0.2%+10.8%0.002%
1/15/2025 Gill Capital Partners LLC3,425$293K0.1%-20.8%0.001%
1/15/2025 Premier Path Wealth Partners LLC35,688$3.06M0.5%-5.9%0.008%
1/15/2025 Sanibel Captiva Trust Company Inc.10,380$889K0.0%-2.8%0.002%
1/15/2025 Arkadios Wealth Advisors93,819$8.04M0.4%+5.8%0.022%
1/15/2025 B & T Capital Management DBA Alpha Capital Management185,837$15.92M2.9%+2.7%0.043%
1/15/2025 TrueWealth Advisors LLC9,100$780K0.3%+4.9%0.002%
1/15/2025 Whitener Capital Management Inc.2,373$203K0.1%N/A0.001%
1/15/2025 Sax Wealth Advisors LLC16,058$1.38M0.1%-5.4%0.004%
1/15/2025 Butensky & Cohen Financial Security Inc.17,914$1.54M0.5%+4.2%0.004%
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1/15/2025 Householder Group Estate & Retirement Specialist LLC5,769$494K0.4%-44.6%0.001%
1/15/2025 Saxon Interests Inc.31,529$2.70M1.2%+3.5%0.007%
1/15/2025 Wealthcare Advisory Partners LLC69,979$5.99M0.2%+8.9%0.016%
1/15/2025 KMG Fiduciary Partners LLC7,341$629K0.1%-7.0%0.002%
1/15/2025 Occidental Asset Management LLC3,212$275K0.0%-16.0%0.001%
1/15/2025 Cvfg LLC2,591$222K0.2%N/A0.001%
1/15/2025 Constitution Capital LLC10,805$926K0.5%+148.1%0.002%
1/15/2025 Bennett Associates Wealth Management19,242$1.65M1.4%+3.7%0.004%
1/15/2025 Edge Wealth Management LLC13,684$1.17M0.2%+97.4%0.003%
1/15/2025 Client First Capital LLC30,881$2.65M1.4%+13.2%0.007%
(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, 2,012 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. ($730.80M), 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 1,720 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), 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), National Bank of Canada FI ($2.10M), and International Assets Investment Management LLC ($2.09M).

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

Institutional investors have bought a total of 93,907,151 shares in the last 24 months. This purchase volume represents approximately $8.21B in transactions.

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

Of the 1,339 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 82,036,172 shares in the last 24 months. This volume of shares sold represents approximately $7.04B in transactions.


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This page (NYSEARCA:XLE) was last updated on 1/21/2025 by MarketBeat.com Staff
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