ENERGY SELECT SECTOR SPDR (XLE) Institutional Ownership

XLE is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.14M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Private Capital Group, which reported ownership valued at approximately $8.77M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Private Capital Group's XLE position is now estimated to be worth approximately $7.80M, representing an estimated loss of -11.10% since the filing period.

Major shareholders tracked on this page include Matrix Private Capital Group, Sequoia Financial Advisors, Eagle Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ENERGY SELECT SECTOR SPDR (XLE).