XLE
State Street Energy Select Sector SPDR ETF
1W: +1.8%
1M: +4.6%
3M: +7.7%
YTD: +29.5%
1Y: +43.8%
3Y: +66.8%
5Y: +162.0%
$59.49
+0.36 (+0.61%)
Weekly Expected Move ±3.5%
$55
$57
$59
$62
$64
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XLE
2,231
Institutional Holders
+225 vs prior quarter
0.0%
Ownership
+0.00pp
24B
Total Invested
372
New Positions
764
Increased
882
Reduced
247
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2364 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 39,650,027 | 2.4B | -5,511,202 | -12.2% | 13Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 33,438,646 | 2.0B | -13,860,423 | -29.3% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 29,438,378 | 1.8B | +14,135,733 | +92.4% | 12Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 20,741,750 | 1.2B | +4,022,926 | +24.1% | 13Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 20,261,657 | 1.2B | +9,825,288 | +94.1% | 12Q | SEC ↗ |
| 6 | LPL Financial LLC | 15,447,428 | $919M | +2,573,216 | +20.0% | 13Q | SEC ↗ |
| 7 | UBS Group AG | 14,472,789 | $861M | +513,106 | +3.7% | 13Q | SEC ↗ |
| 8 | Varma Mutual Pension Insurance Co NEW | 14,067,185 | $837M | — | +0.0% | 1Q | SEC ↗ |
| 9 | MENORA MIVTACHIM HOLDINGS LTD. | 8,673,100 | $516M | -700,500 | -7.5% | 13Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 8,119,363 | $483M | +698,907 | +9.4% | 13Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 6,576,825 | $391M | +992,087 | +17.8% | 13Q | SEC ↗ |
| 12 | BARCLAYS PLC | 6,476,444 | $385M | +223,918 | +3.6% | 13Q | SEC ↗ |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 6,241,140 | $371M | +657,318 | +11.8% | 13Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 5,887,465 | $350M | +3,393 | +0.1% | 6Q | SEC ↗ |
| 15 | BANK OF MONTREAL /CAN | 5,577,903 | $332M | +1,762,303 | +46.2% | 13Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 5,454,793 | $325M | +1,049,195 | +23.8% | 13Q | SEC ↗ |
| 17 | CITIGROUP INC | 5,395,330 | $321M | +2,702,037 | +100.3% | 12Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,981,510 | $296M | +2,825,746 | +131.1% | 13Q | SEC ↗ |
| 19 | Saudi Central Bank | 4,321,004 | $257M | — | +0.0% | 4Q | SEC ↗ |
| 20 | Hamilton Capital, LLC | 4,306,753 | $256M | -2,998,719 | -41.0% | 1Q | SEC ↗ |
| 21 | CIBC WORLD MARKET INC. | 3,811,299 | $227M | +558,587 | +17.2% | 13Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 3,622,326 | $215M | +781,091 | +27.5% | 13Q | SEC ↗ |
| 23 | Mizuho Bank, Ltd. NEW | 3,280,000 | $195M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Capital Investment Advisors, LLC | 3,123,740 | $186M | +1,640,342 | +110.6% | 13Q | SEC ↗ |
| 25 | Focus Partners Wealth | 3,092,580 | $184M | +2,420,550 | +360.2% | 10Q | SEC ↗ |
| 26 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 2,701,000 | $161M | -1,458,000 | -35.1% | 7Q | SEC ↗ |
| 27 | CANADA PENSION PLAN INVESTMENT BOARD | 2,700,000 | $161M | +1,350,000 | +100.0% | 12Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,689,336 | $160M | +1,322,994 | +96.8% | 13Q | SEC ↗ |
| 29 | FACTORY MUTUAL INSURANCE CO | 2,683,330 | $160M | +2,130,130 | +385.1% | 13Q | SEC ↗ |
| 30 | Wealthfront Advisers LLC | 2,483,501 | $148M | +28,935 | +1.2% | 13Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 2,450,864 | $146M | -14,027 | -0.6% | 13Q | SEC ↗ |
| 32 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,392,565 | $142M | +1,626,605 | +212.4% | 2Q | SEC ↗ |
| 33 | Allen Investment Management, LLC | 2,364,983 | $141M | +234,339 | +11.0% | 13Q | SEC ↗ |
| 34 | NORTHERN TRUST CORP | 2,161,565 | $129M | +79,038 | +3.8% | 13Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 2,157,385 | $128M | -118,572 | -5.2% | 13Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 2,010,195 | $120M | +209,836 | +11.7% | 13Q | SEC ↗ |
| 37 | Quadrature Capital Ltd | 1,951,573 | $116M | +1,774,067 | +999.4% | 3Q | SEC ↗ |
| 38 | PGIM Custom Harvest LLC | 1,821,657 | $108M | +170,121 | +10.3% | 3Q | SEC ↗ |
| 39 | Cornerstone Advisors, LLC | 1,776,143 | $106M | +346,491 | +24.2% | 13Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 1,736,203 | $103M | -81,869 | -4.5% | 13Q | SEC ↗ |
| 41 | J.Safra Asset Management Corp | 1,615,019 | $96M | +59,342 | +3.8% | 13Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 1,522,713 | $91M | +389,997 | +34.4% | 13Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1,436,875 | $85M | -1,743,887 | -54.8% | 13Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 1,349,399 | $80M | +112,883 | +9.1% | 13Q | SEC ↗ |
| 45 | CWM, LLC | 1,342,139 | $80M | +215,728 | +19.2% | 13Q | SEC ↗ |
| 46 | Tidal Investments LLC | 1,314,429 | $78M | +1,289,759 | +5228.0% | 13Q | SEC ↗ |
| 47 | Migdal Insurance & Financial Holdings | 1,282,511 | $76M | +1,264,389 | +6977.1% | 13Q | SEC ↗ |
| 48 | ASSETMARK, INC | 1,277,309 | $76M | +1,260,005 | +7281.6% | 13Q | SEC ↗ |
| 49 | MARSHALL WACE, LLP | 1,272,923 | $76M | +807,417 | +173.4% | 8Q | SEC ↗ |
| 50 | EP Wealth Advisors, LLC | 1,271,555 | $76M | +113,609 | +9.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Varma Mutual Pension Insurance Co | 14,067,185 | $837M |
| Mizuho Bank, Ltd. | 3,280,000 | $195M |
| Maven Securities LTD | 999,976 | $59M |
| University of Illinois Foundation | 601,034 | $36M |
| Fullerton Fund Management Co Ltd. | 587,781 | $35M |
| Angeles Investment Advisors, LLC | 584,760 | $35M |
| Performance Wealth Partners, LLC | 544,801 | $32M |
| PJT Investments Corp. | 498,205 | $30M |
| Stonebridge Financial Group, LLC | 416,659 | $25M |
| Parker Investment Management, LLC | 389,135 | $23M |
| RED CEDAR INVESTMENT MANAGEMENT, LL | 325,703 | $19M |
| Hudson Bay Capital Management LP | 320,600 | $19M |
| BlueStem Wealth Partners, LLC | 311,658 | $19M |
| Advisors Preferred, LLC | 309,224 | $18M |
| Horizon Wealth Management, LLC | 290,664 | $17M |
| TTP Investments, Inc. | 265,449 | $16M |
| Banco BTG Pactual S.A. | 255,502 | $15M |
| POTOMAC FUND MANAGEMENT INC /ADV | 240,300 | $14M |
| Peak Retirement Planning, Inc. | 236,200 | $14M |
| Sollinda Capital Management LLC | 232,874 | $14M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 497,537 | $30M |
| Passaic Partners LLC | 445,856 | $27M |
| 1832 Asset Management L.P. | 269,809 | $16M |
| D. E. Shaw & Co., Inc. | 262,468 | $16M |
| RENAISSANCE TECHNOLOGIES LLC | 229,738 | $14M |
| Cullen Capital Management, LLC | 204,009 | $12M |
| Unisphere Establishment | 202,300 | $12M |
| B & T Capital Management DBA Alpha | 193,853 | $12M |
| Wellspring Financial Advisors, LLC | 182,043 | $11M |
| Walleye Trading LLC | 156,260 | $9M |
| SOL Capital Management CO | 147,824 | $9M |
| MANAGED ASSET PORTFOLIOS, LLC | 132,711 | $8M |
| GENDELL JEFFREY L | 104,052 | $6M |
| SummitTX Capital, L.P. | 103,598 | $6M |
| FourWorld Capital Management LLC | 100,000 | $6M |
| Guardian Wealth Management, Inc. | 88,579 | $5M |
| FIDUCIENT ADVISORS LLC | 87,890 | $5M |
| Kentucky Farm Bureau Mutual Insuran | 87,662 | $5M |
| IMC-Chicago, LLC | 74,145 | $4M |
| Provident Co of the Employees of th | 66,428 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +14,135,733 | +92.4% | 29,438,378 |
| WELLS FARGO & COMPANY/MN | +9,825,288 | +94.1% | 20,261,657 |
| JPMORGAN CHASE & CO | +4,022,926 | +24.1% | 20,741,750 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,825,746 | +131.1% | 4,981,510 |
| CITIGROUP INC | +2,702,037 | +100.3% | 5,395,330 |
| LPL Financial LLC | +2,573,216 | +20.0% | 15,447,428 |
| Focus Partners Wealth | +2,420,550 | +360.2% | 3,092,580 |
| FACTORY MUTUAL INSURANCE CO | +2,130,130 | +385.1% | 2,683,330 |
| Quadrature Capital Ltd | +1,774,067 | +999.4% | 1,951,573 |
| BANK OF MONTREAL /CAN | +1,762,303 | +46.2% | 5,577,903 |
| Capital Investment Advisors, LLC | +1,640,342 | +110.6% | 3,123,740 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +1,626,605 | +212.4% | 2,392,565 |
| CANADA PENSION PLAN INVESTMENT BOAR | +1,350,000 | +100.0% | 2,700,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,322,994 | +96.8% | 2,689,336 |
| Tidal Investments LLC | +1,289,759 | +5228.0% | 1,314,429 |
| Migdal Insurance & Financial Holdin | +1,264,389 | +6977.1% | 1,282,511 |
| ASSETMARK, INC | +1,260,005 | +7281.6% | 1,277,309 |
| Squarepoint Ops LLC | +1,164,049 | +2855.9% | 1,204,809 |
| ENVESTNET ASSET MANAGEMENT INC | +1,049,195 | +23.8% | 5,454,793 |
| AMERIPRISE FINANCIAL INC | +992,087 | +17.8% | 6,576,825 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -13,860,423 | -29.3% | 33,438,646 |
| HSBC HOLDINGS PLC | -9,020,795 | -87.7% | 1,264,381 |
| BANK OF AMERICA CORP /DE | -5,511,202 | -12.2% | 39,650,027 |
| Hamilton Capital, LLC | -2,998,719 | -41.0% | 4,306,753 |
| Rockefeller Capital Management L.P. | -1,743,887 | -54.8% | 1,436,875 |
| Main Management Fund Advisors LLC | -1,689,700 | -69.8% | 731,100 |
| TUDOR INVESTMENT CORP ET AL | -1,600,170 | -85.0% | 282,070 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -1,458,000 | -35.1% | 2,701,000 |
| Corient Private Wealth LLC | -1,281,718 | -52.3% | 1,168,470 |
| MENORA MIVTACHIM HOLDINGS LTD. | -700,500 | -7.5% | 8,673,100 |
| AXXCESS WEALTH MANAGEMENT, LLC | -425,819 | -83.3% | 85,366 |
| CANTOR FITZGERALD, L. P. | -364,541 | -30.6% | 828,463 |
| Resonant Capital Advisors, LLC | -347,340 | -84.2% | 65,244 |
| BlackRock, Inc. | -344,673 | -34.1% | 667,157 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | -339,941 | -46.7% | 388,752 |
| CoreCap Advisors, LLC | -326,577 | -50.3% | 323,290 |
| Phoenix Financial Ltd. | -325,969 | -33.4% | 649,982 |
| Granger Management LLC | -291,000 | -58.6% | 205,946 |
| Provida Pension Fund Administrator | -273,695 | -49.4% | 280,134 |
| Schonfeld Strategic Advisors LLC | -234,442 | -69.8% | 101,522 |