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Energy Select Sector SPDR Fund (XLE) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
1197
Total
Institutional Inflows
(last 12 months)
$4.45B
Number of
Institutional Sellers
(last 12 months)
948
Total
Institutional Outflows
(last 12 months)
$3.69B
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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
5/7/2024Highland Capital Management LLC11,590$1.09M0.1%+63.7%0.003%
5/7/2024Benedetti & Gucer Inc.4,015$379K0.2%-27.4%0.001%
5/7/2024Nvwm LLC9,623$909K0.2%-10.5%0.002%
5/7/2024Oppenheimer Asset Management Inc.96,654$9.13M0.1%-15.2%0.022%
5/7/2024Oppenheimer & Co. Inc.139,306$13.15M0.2%-12.8%0.032%
5/7/2024PFG Advisors41,748$3.94M0.3%-54.4%0.010%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,887$650K0.0%N/A0.002%
5/7/2024Guardian Asset Advisors LLC13,850$1.31M1.1%-4.0%0.003%
5/7/2024Wealthspire Advisors LLC62,016$5.86M0.1%-23.6%0.014%
5/7/2024Insight Advisors LLC PA7,021$663K0.1%-6.6%0.002%
5/7/2024SG Americas Securities LLC285,740$26.98M0.1%+65.3%0.066%
5/6/2024Quantbot Technologies LP6,304$595K0.0%-78.0%0.001%
5/6/2024Envestnet Portfolio Solutions Inc.65,899$6.22M0.0%-12.9%0.015%
5/6/2024OLD Second National Bank of Aurora34,905$3.30M0.9%-1.1%0.008%
5/6/2024Concord Investment Counsel Inc.103,043$9.73M3.5%N/A0.024%
5/6/2024SYM FINANCIAL Corp7,354$694K0.1%-18.1%0.002%
5/6/2024Gill Capital Partners LLC4,323$404K0.2%-19.1%0.001%
5/6/2024VitalStone Financial LLC3,417$323K0.2%+1,446.2%0.001%
5/6/2024Advisory Services Network LLC146,603$13.84M0.3%-3.6%0.034%
5/6/2024Advisory Alpha LLC192,273$18.15M0.7%+25.8%0.044%
5/4/2024 Howland Capital Management LLC2,200$208K0.0%N/A0.001%
5/4/2024 SPC Financial Inc.25,110$2.37M0.2%+6.4%0.006%
5/4/2024 Beacon Bridge Wealth Partners LLC7,168$677K0.3%+42.0%0.002%
5/4/2024 Geneos Wealth Management Inc.183,697$17.34M0.8%+74.0%0.042%
5/4/2024 Essex LLC15,385$1.45M0.3%+5.3%0.004%
5/4/2024 Riggs Asset Managment Co. Inc.98,189$9.27M2.7%+1.9%0.023%
5/4/2024 Valley Wealth Managers Inc.2,310$218K0.0%-7.3%0.001%
5/4/2024 Csenge Advisory Group51,948$4.90M0.3%+86.0%0.012%
5/4/2024 Joseph P. Lucia & Associates LLC34,082$3.22M1.7%+34.1%0.008%
5/4/2024 Capital Management Associates NY5,820$549K0.7%+15.6%0.001%
5/3/2024 MontVue Capital Management Inc.9,311$879K0.8%-3.1%0.002%
5/3/2024 Embree Financial Group30,670$2.90M0.6%-18.1%0.007%
5/3/2024 Avidian Wealth Solutions LLC16,858$1.59M0.1%-13.1%0.004%
5/3/2024 Larson Financial Group LLC766$72K0.0%-28.5%0.000%
5/3/2024 Callan Capital LLC13,920$1.31M0.1%-4.9%0.003%
5/3/2024 MRA Advisory Group2,651$250K0.1%-20.1%0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors18,688$1.76M0.2%+20.4%0.004%
5/3/2024 Rehmann Capital Advisory Group5,179$489K0.0%-2.1%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC22,332$2.11M0.0%+7.4%0.005%
5/3/2024 Commerce Bank73,841$6.97M0.0%-14.4%0.017%
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5/3/2024 Wellington Shields Capital Management LLC30,124$2.84M0.5%+19.2%0.007%
5/3/2024 Wellington Shields & Co. LLC4,900$463K0.2%-13.9%0.001%
5/3/2024 Pictet North America Advisors SA16,507$1.56M0.2%-16.1%0.004%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.5,350$505K0.2%-12.7%0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.1,676$158K0.0%+32.2%0.000%
5/3/2024 Patron Partners LLC3,753$354K0.2%-10.9%0.001%
5/3/2024 Whittier Trust Co.8,961$846K0.0%-3.8%0.002%
5/2/2024 Mutual Advisors LLC62,677$5.92M0.2%-28.4%0.014%
5/2/2024 Diversified LLC14,033$1.33M0.2%-1.0%0.003%
5/2/2024 Salomon & Ludwin LLC51,524$4.89M0.4%+4.2%0.012%
5/2/2024 RiverFront Investment Group LLC702,382$66.31M1.9%+7.2%0.162%
5/2/2024 First Command Advisory Services Inc.4,790$452K0.0%-17.0%0.001%
5/2/2024 USAdvisors Wealth Management LLC10,815$1.01M0.4%-2.0%0.002%
5/2/2024 Blume Capital Management Inc.165,728$15.65M3.8%+1.0%0.038%
5/2/2024 Financial Counselors Inc.23,919$2.26M0.0%+0.9%0.006%
5/2/2024 Jennison Associates LLC26,673$2.52M0.0%+31.7%0.006%
5/2/2024 Summit Financial Wealth Advisors LLC9,332$881K0.2%+49.5%0.002%
5/2/2024 Centerpoint Advisors LLC1,693$160K0.1%+141.9%0.000%
5/2/2024 Graypoint LLC56,504$5.34M0.4%-47.4%0.013%
5/2/2024 Stack Financial Management Inc2,527$239K0.0%N/A0.001%
5/2/2024 Consolidated Planning Corp8,213$775K0.1%-1.6%0.002%
5/2/2024 Pittenger & Anderson Inc.149,499$14.11M0.6%-0.2%0.035%
5/2/2024 Curran Financial Partners LLC2,141$202K0.1%N/A0.000%
5/2/2024 Lincoln National Corp59,490$5.62M0.1%-6.0%0.014%
5/2/2024 Almanack Investment Partners LLC.67,853$6.41M1.1%+9.6%0.016%
5/2/2024 Bryn Mawr Capital Management LLC96,034$9.07M0.5%-0.2%0.022%
5/2/2024 Fidelis Capital Partners LLC21,041$1.99M0.3%+12.7%0.005%
5/2/2024 Goelzer Investment Management Inc.10,103$954K0.1%-1.9%0.002%
5/2/2024 BNP Paribas7,574$715K0.0%N/A0.002%
5/2/2024 Choreo LLC15,526$1.47M0.0%-36.1%0.004%
5/2/2024 BW Gestao de Investimentos Ltda.60,000$5.67M0.2%N/A0.014%
5/2/2024 Family Firm Inc.20,283$1.92M0.5%-1.4%0.005%
5/2/2024 Comprehensive Wealth Management LLC7,097$670K0.5%+8.8%0.002%
5/2/2024 Lewis Asset Management LLC4,728$446K0.4%+14.2%0.001%
5/2/2024 Seelaus Asset Management LLC6,139$580K0.6%+4.2%0.001%
5/2/2024 Moloney Securities Asset Management LLC9,453$892K0.1%-4.2%0.002%
5/2/2024 Greenwood Capital Associates LLC5,393$509K0.1%-24.7%0.001%
5/2/2024 REDW Wealth LLC5,800$548K0.1%-8.7%0.001%
5/2/2024 Hanlon Investment Management Inc.4,213$398K0.1%N/A0.001%
5/2/2024 High Note Wealth LLC56,637$5.35M1.7%+8.2%0.013%
5/1/2024 GLOBALT Investments LLC GA9,092$858K0.0%-5.7%0.002%
5/1/2024 5th Street Advisors LLC44,103$4.16M2.4%N/A0.010%
5/1/2024 Wakefield Asset Management LLLP13,433$1.27M0.4%N/A0.003%
5/1/2024 StoneX Group Inc.12,945$1.22M0.1%+2.1%0.003%
5/1/2024 Resonant Capital Advisors LLC173,215$16.35M1.4%+4.5%0.040%
5/1/2024 Janney Capital Management LLC138,152$13.04M0.9%-1.6%0.032%
5/1/2024 KFA Private Wealth Group LLC2,859$270K0.1%+14.5%0.001%
5/1/2024 1834 Investment Advisors Co.11,933$1.13M0.1%-9.4%0.003%
5/1/2024 Janney Montgomery Scott LLC586,963$55.42M0.2%-0.1%0.135%
5/1/2024 Peterson Wealth Services2,627$248K0.1%-62.8%0.001%
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5/1/2024 Blue Trust Inc.64,827$6.12M0.1%+70.0%0.015%
5/1/2024 Source Financial Advisors LLC33,914$3.20M1.0%-1.2%0.008%
5/1/2024 Centric Wealth Management6,716$628K0.2%+89.9%0.002%
5/1/2024 Ascent Wealth Partners LLC78,826$7.44M1.1%+0.6%0.018%
5/1/2024 Mirae Asset Global Investments Co. Ltd.92,472$8.73M0.0%-40.6%0.021%
5/1/2024 Concourse Financial Group Securities Inc.43,780$4.13M0.3%-12.6%0.010%
5/1/2024 BOK Financial Private Wealth Inc.13,118$1.24M0.1%-6.8%0.003%
5/1/2024 Financial Guidance Group Inc.68,974$6.51M4.2%+0.7%0.016%
5/1/2024 Prosperity Consulting Group LLC5,619$530K0.1%+113.8%0.001%
5/1/2024 Retirement Group LLC7,891$745K0.3%-56.0%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, 2,005 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 1,771 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. ($10.03M), Allianz Asset Management GmbH ($5.37M), SPX Gestao de Recursos Ltda ($5.27M), CFS Investment Advisory Services LLC ($4.66M), Rezny Wealth Management Inc. ($4.08M), Harel Insurance Investments & Financial Services Ltd. ($3.09M), and Canada Pension Plan Investment Board ($2.20M).

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

Institutional investors have bought a total of 141,961,527 shares in the last 24 months. This purchase volume represents approximately $11.46B 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 ($7.71M), Prudential PLC ($7.22M), SPX Gestao de Recursos Ltda ($5.61M), CFS Investment Advisory Services LLC ($4.70M), JPMorgan Chase & Co. ($3.33M), Barclays PLC ($2.44M), and Migdal Insurance & Financial Holdings Ltd. ($2.40M).

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

Institutional investors have sold a total of 107,475,050 shares in the last 24 months. This volume of shares sold represents approximately $8.62B in transactions.


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This page (NYSEARCA:XLE) was last updated on 5/7/2024 by MarketBeat.com Staff

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