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→ New Government Policy to Wipe Out Seniors Wealth (From Oasis Gold) (Ad) Free XLE Stock Alerts

Energy Select Sector SPDR Fund (XLE) Institutional Ownership

$91.21
+0.06 (+0.07%)
(As of 07/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Energy Select Sector SPDR Fund (NYSEARCA:XLE)

Number of
Institutional Buyers
(last 12 months)
1171
Total
Institutional Inflows
(last 12 months)
$4.32B
Number of
Institutional Sellers
(last 12 months)
927
Total
Institutional Outflows
(last 12 months)
$3.46B
Skip Chart & View Institutional Buying and Selling Data

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
7/1/2024Capital Market Strategies LLC10,624$968K0.6%-2.6%0.002%
7/1/2024Confluence Investment Management LLC44,153$4.02M0.1%+13.1%0.010%
7/1/2024Moller Wealth Partners3,477$317K0.1%N/A0.001%
6/28/2024Bright Futures Wealth Management LLC.16,887$1.53M0.8%N/A0.004%
6/13/2024NBW Capital LLC4,605$435K0.1%+4.1%0.001%
6/11/2024EverSource Wealth Advisors LLC12,213$1.14M0.1%+38.6%0.003%
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6/10/2024Hamilton Wealth LLC3,542$334K0.1%N/A0.001%
6/6/2024Westwood Holdings Group Inc.2,383$225K0.0%N/A0.001%
6/5/2024Objective Capital Management LLC10,397$982K0.7%+7.0%0.002%
5/31/2024First Citizens Financial Corp2,904$274K0.2%N/A0.001%
5/30/2024Cambridge Trust Co.5,378$508K0.0%-34.6%0.001%
5/30/2024Peninsula Wealth LLC2,322$219K0.0%N/A0.001%
5/29/2024Soltis Investment Advisors LLC13,042$1.23M0.1%-18.3%0.003%
5/29/2024Alexander Labrunerie & CO. Inc.4,727$446K0.2%N/A0.001%
5/29/2024Garde Capital Inc.1,252$118K0.0%N/A0.000%
5/24/2024Cetera Advisor Networks LLC451,065$42.59M0.2%+5.3%0.104%
5/24/2024Cetera Advisors LLC323,401$30.53M0.2%+67.7%0.075%
5/24/2024Cetera Investment Advisers934,542$88.23M0.2%+274.0%0.216%
5/24/2024Invst LLC4,081$388K0.0%-30.4%0.001%
5/22/2024Second Line Capital LLC2,494$235K0.1%-40.9%0.001%
5/22/2024BigSur Wealth Management LLC58,472$5.52M1.7%+7.0%0.013%
5/21/2024Atria Investments Inc130,838$12.35M0.2%+34.5%0.030%
5/21/2024Sanibel Captiva Trust Company Inc.10,815$1.02M0.0%-40.2%0.002%
5/21/2024LRI Investments LLC392$37K0.0%N/A0.000%
5/20/2024Virtu Financial LLC46,123$4.35M0.3%+15.7%0.011%
5/20/2024Strategic Wealth Partners Ltd.4,698$444K0.0%+9.3%0.001%
5/20/2024Highlander Capital Management LLC1,625$153K0.1%+170.8%0.000%
5/20/2024Bluefin Capital Management LLC10,100$954K0.1%-75.7%0.002%
5/17/2024Citizens Financial Group Inc. RI8,705$822K0.0%-29.2%0.002%
5/17/2024Vima LLC3,346$316K0.1%+9.5%0.001%
5/17/2024Advisory Resource Group2,971$280K0.1%-24.5%0.001%
5/17/2024National Wealth Management Group LLC5,694$538K0.4%-6.9%0.001%
5/17/2024Western Pacific Wealth Management LP1,208$114K0.1%-19.9%0.000%
5/17/2024Vista Investment Partners LLC19,878$1.88M0.6%N/A0.005%
5/17/2024Jaffetilchin Investment Partners LLC28,535$2.69M0.2%-0.9%0.007%
5/17/2024Beacon Capital Management LLC960$91K0.0%+54.3%0.000%
5/17/2024Pineridge Advisors LLC667$63K0.0%-43.9%0.000%
5/17/2024Comerica Bank137,119$12.95M0.1%-2.7%0.032%
5/17/2024Coppell Advisory Solutions Corp.2,801$264K0.0%N/A0.001%
5/17/2024Tidal Investments LLC4,408$416K0.0%-73.6%0.001%
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5/17/2024Creekmur Asset Management LLC941$89K0.0%-50.7%0.000%
5/16/2024Jane Street Group LLC52,315$4.94M0.0%-96.6%0.012%
5/16/2024Global Financial Private Client LLC3,995$380K0.2%-7.3%0.001%
5/16/2024Meiji Yasuda Life Insurance Co251,314$23.73M0.5%+25.4%0.058%
5/16/2024Innova Wealth Partners52,769$4.98M3.8%+4.4%0.012%
5/16/2024B. Riley Wealth Advisors Inc.146,776$13.27M0.3%+0.8%0.034%
5/16/2024Ancora Advisors LLC31,075$2.93M0.1%-6.3%0.007%
5/16/2024Prudent Investors Network Inc.113,331$10.70M4.0%N/A0.026%
5/16/2024Kodai Capital Management LP187,426$17.70M0.4%N/A0.043%
5/16/2024Kraft Davis & Associates LLC15,463$1.44M0.4%-8.3%0.004%
5/16/2024Benchmark Investment Advisors LLC2,735$258K0.2%-97.6%0.001%
5/16/2024Black Maple Capital Management LP4,260$402K0.2%+30.7%0.001%
5/16/2024Blue Door Asset Management LLC36,300$3.43M2.0%-21.6%0.008%
5/16/2024Captrust Financial Advisors478,749$45.20M0.1%-5.7%0.110%
5/16/2024Zurich Insurance Group Ltd FI57,930$5.65M0.1%-1.6%0.013%
5/16/2024Caxton Associates LP27,159$2.56M0.1%N/A0.006%
5/16/2024Econ Financial Services Corp36,590$3.45M2.1%+10.1%0.008%
5/15/2024Ascent Group LLC5,062$478K0.0%N/A0.001%
5/15/2024SVB Wealth LLC6,183$584K0.0%-12.1%0.001%
5/15/2024Condire Management LP295,000$27.85M3.8%+118.5%0.068%
5/15/2024Transcendent Capital Group LLC955$90K0.0%-49.7%0.000%
5/15/2024Mount Yale Investment Advisors LLC18,639$1.76M0.1%-42.5%0.004%
5/15/2024Manhattan West Asset Management LLC3,745$354K0.1%-25.0%0.001%
5/15/2024BOKF NA27,619$2.63M0.0%-11.5%0.006%
5/15/2024Kestra Advisory Services LLC296,859$28.03M0.2%+28.7%0.069%
5/15/2024Beck Capital Management LLC31,074$2.93M0.8%-0.9%0.007%
5/15/2024LRI Investments LLC392$37K0.0%N/A0.000%
5/15/20241832 Asset Management L.P.136,641$12.90M0.0%-19.2%0.032%
5/14/2024Westwood Holdings Group Inc.2,383$225K0.0%N/A0.001%
5/14/2024JT Stratford LLC4,890$462K0.1%-83.2%0.001%
5/14/2024Toronto Dominion Bank1,154,623$109.01M0.2%+91.5%0.266%
5/14/2024Sheaff Brock Investment Advisors LLC7,086$669K0.0%+1.7%0.002%
5/14/2024Axxcess Wealth Management LLC51,070$4.82M0.1%+23.7%0.012%
5/14/2024EP Wealth Advisors LLC89,916$8.49M0.1%-3.0%0.021%
5/14/2024Wellington Wealth Strategies LLC.8,320$785K0.4%-46.7%0.002%
5/14/2024Element Pointe Advisors LLC8,294$783K0.2%-68.0%0.002%
5/14/2024Freestone Capital Holdings LLC16,849$1.59M0.1%-7.6%0.004%
5/14/2024CreativeOne Wealth LLC61,964$5.85M0.2%+49.2%0.014%
5/14/2024Sax Wealth Advisors LLC14,221$1.34M0.2%+12.1%0.003%
5/14/2024Crewe Advisors LLC5,396$509K0.1%+95.9%0.001%
5/14/2024Evermay Wealth Management LLC2,690$254K0.0%+6.7%0.001%
5/14/2024Boulder Hill Capital Management LP125,500$11.85M4.9%+257.5%0.029%
5/14/2024Natixis2,006$189K0.0%-40.6%0.000%
5/14/2024Owen LaRue LLC2,441$230K0.1%N/A0.001%
5/14/2024National Bank of Canada FI181,501$17.03M0.0%+39.5%0.042%
5/14/2024Lake Street Advisors Group LLC29,728$2.81M0.1%-1.4%0.007%
5/13/2024Bessemer Group Inc.1,580,164$149.18M0.3%-0.1%0.365%
5/13/2024Atlanta Consulting Group Advisors LLC626$59K0.0%N/A0.000%
5/13/2024Safeguard Investment Advisory Group LLC3,371$318K0.1%-9.6%0.001%
5/13/2024Cedar Wealth Management LLC22,640$2.14M0.7%+2.7%0.005%
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5/13/2024Basso Capital Management L.P.12,056$1.14M1.1%+45.1%0.003%
5/13/2024O Shaughnessy Asset Management LLC9,104$860K0.0%-24.4%0.002%
5/13/2024Alerus Financial NA119,293$11.26M0.9%-24.2%0.028%
5/13/2024Rockport Wealth LLC19,566$1.86M0.6%N/A0.005%
5/11/2024Lcnb Corp4,475$422K0.2%-10.1%0.001%
5/11/2024Resurgent Financial Advisors LLC15,875$1.50M0.8%+181.7%0.004%
5/11/2024Covestor Ltd2,857$270K0.2%+23.7%0.001%
5/11/2024Elevatus Welath Management2,182$206K0.1%N/A0.001%
5/11/2024Beaumont Financial Advisors LLC7,410$700K0.1%-21.9%0.002%
5/11/2024Capital Wealth Alliance LLC33,020$3.12M1.8%+1.0%0.008%
(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, 1,986 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 ($688.62M), Ameriprise Financial Inc. ($359.89M), and FMR LLC ($312.40M).Learn more on XLE's institutional investors.

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

Of the 1,745 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: Allianz Asset Management GmbH ($5.37M), SPX Gestao de Recursos Ltda ($5.27M), Rezny Wealth Management Inc. ($4.08M), Harel Insurance Investments & Financial Services Ltd. ($3.09M), JPMorgan Chase & Co. ($2.84M), Saudi Central Bank ($2.16M), and National Bank of Canada FI ($2.13M).

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

Institutional investors have bought a total of 118,280,450 shares in the last 24 months. This purchase volume represents approximately $9.71B in transactions.

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

Of the 1,321 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: Clal Insurance Enterprises Holdings Ltd ($5.99M), SPX Gestao de Recursos Ltda ($5.61M), CFS Investment Advisory Services LLC ($4.70M), JPMorgan Chase & Co. ($3.33M), Barclays PLC ($2.44M), Migdal Insurance & Financial Holdings Ltd. ($2.40M), and CHURCHILL MANAGEMENT Corp ($2.24M).

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

Institutional investors have sold a total of 97,471,110 shares in the last 24 months. This volume of shares sold represents approximately $7.90B in transactions.


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This page (NYSEARCA:XLE) was last updated on 7/2/2024 by MarketBeat.com Staff

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