ENERGY SELECT SECTOR SPDR (XLE) Institutional Ownership Changes & 13F Activity

ENERGY SELECT SECTOR SPDR (XLE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Citadel Advisors Llc, State Street Corp, Provida Pension Fund Administrator, and Manufacturers Life Insurance Company, The.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,106,507+38.6%7,561,300$401.58MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+52,178+93.5%107,973$5.73MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,776+33.4%7,090$376.55KQ2 2026Sep 23, 2026
State Street CorpBuy+853,052+85.3%1,852,648$98.39MQ2 2026Sep 22, 2026
Cherry Tree Wealth Management, LlcBuy+166+78.3%378$20.08KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+10,328+301.1%13,758$730.74KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-284,500-80.1%70,856$3.76MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+16,948+5.6%320,394$17.02MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-48-0.3%17,802$945.47KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+1,228,148+152.9%2,031,148$107.87MQ2 2026Sep 02, 2026
1607 Capital Partners, LlcSell-30,150-42.2%41,370$2.20MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+678—678$36.01KQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+518+14.9%3,992$212.01KQ2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-486,848-100.0%0$0.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-134,612-11.5%1,033,858$54.91MQ2 2026Aug 27, 2026
Vela Investment Management, LlcSell-724-100.0%0$0.00Q2 2026Aug 27, 2026
January Capital Advisors LlcBuy+98,140+274.5%133,886$7.11MQ2 2026Aug 25, 2026
Tobias Financial Advisors, Inc.Sell-62-1.1%5,540$294.23KQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+3,420—3,420$218.04KQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Sell-80-27.5%211$11.18KQ2 2026Aug 21, 2026
Clifford Swan Investment Counsel LlcBuy+1,062+21.1%6,104$324.18KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+124+7.0%1,894$100.60KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-3-0.0%14,264$757.58KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-22,275-2.3%932,699$49.54MQ2 2026Aug 19, 2026
Cantor Fitzgerald, L. P.Sell-9,016-43.1%11,898$631.90KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-6,784-4.6%141,338$7.51MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1,538+138.2%2,651$140.81KQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+804+5.3%16,105$855.34KQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-399-1.6%24,903$1.32MQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementBuy+12+0.2%6,393$339.51KQ2 2026Aug 19, 2026
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Frequently asked questions about XLE activity

  • Which institutional owners are buying XLE?

    Institutional owners buying XLE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XLE activity?

    "Buy" means an investor increased their reported position in XLE compared to the prior reporting period. This reflects growing exposure to ENERGY SELECT SECTOR SPDR (XLE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XLE increasing?

    Institutional interest in XLE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.