XLE Institutional Ownership & Shareholders
ENERGY SELECT SECTOR SPDR (XLE) is currently held by 2,064 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XLE tracked by InsiderSet, reporting ownership valued at approximately $2.83B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.58B, representing an estimated gain of +26.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed XLE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Peakshares Llc, and several other long-term asset managers with concentrated positions in ENERGY SELECT SECTOR SPDR (XLE).
This page ranks the largest institutional XLE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,064
Total Reported Value
$25.50B
Largest Holder
Bank Of America Corp
Largest Position
$2.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.18% | 53,253,223 | $2,828,278,698 | $3,581,279,247 | +$753,000,549 | +26.62% | |
| Morgan Stanley | 0.08% | 29,181,455 | $1,549,827,221 | $1,962,452,849 | +$412,625,628 | +26.62% | |
| Peakshares Llc | 0.76% | 19,340 | $1,027,147,000 | $1,300,615 | -$1,025,846,385 | -99.87% | |
| Jpmorgan Chase & Co | 0.06% | 18,527,307 | $992,693,219 | $1,245,961,396 | +$253,268,177 | +25.51% | |
| Goldman Sachs Group Inc | 0.10% | 18,568,423 | $986,168,940 | $1,248,726,447 | +$262,557,507 | +26.62% | |
| Wells Fargo & Company/Mn | 0.16% | 17,004,305 | $903,098,626 | $1,143,539,511 | +$240,440,885 | +26.62% | |
| Varma Mutual Pension Insurance Co | 5.05% | 14,067,185 | $861,755,753 | $946,018,191 | +$84,262,438 | +9.78% | |
| Lpl Financial Llc | 0.18% | 15,224,241 | $808,559,347 | $1,023,830,207 | +$215,270,860 | +26.62% | |
| Ubs Group Ag | 0.10% | 11,619,661 | $617,120,196 | $781,422,202 | +$164,302,006 | +26.62% | |
| Envestnet Asset Management Inc | 0.09% | 7,561,300 | $401,580,635 | $508,497,425 | +$106,916,790 | +26.62% | |
| Ameriprise Financial Inc | 0.08% | 7,547,004 | $401,097,099 | $507,536,019 | +$106,438,920 | +26.54% | |
| D. E. Shaw & Co., Inc. | 0.25% | 7,531,605 | $400,003,542 | $506,500,436 | +$106,496,894 | +26.62% | |
| Royal Bank Of Canada | 0.06% | 6,938,422 | $368,500,000 | $466,608,880 | +$98,108,880 | +26.62% | |
| Menora Mivtachim Holdings Ltd. | 1.43% | 6,891,100 | $365,986,321 | $463,426,475 | +$97,440,154 | +26.62% | |
| Raymond James Financial Inc | 0.09% | 6,032,809 | $320,402,469 | $405,706,405 | +$85,303,936 | +26.62% | |
| Two Sigma Investments, Lp | 0.23% | 5,819,502 | $309,073,751 | $391,361,510 | +$82,287,759 | +26.62% | |
| Barclays Plc | 0.09% | 5,480,248 | $291,055,971 | $368,546,678 | +$77,490,707 | +26.62% | |
| Factory Mutual Insurance Co | 2.44% | 4,450,445 | $273,702,368 | $299,292,426 | +$25,590,058 | +9.35% | |
| Saudi Central Bank | 3.27% | 4,321,004 | $249,235,511 | $290,587,519 | +$41,352,008 | +16.59% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.56% | 4,589,946 | $243,772,032 | $308,673,869 | +$64,901,837 | +26.62% | |
| Caxton Associates Llp | 4.42% | 4,432,763 | $235,424,043 | $298,103,312 | +$62,679,269 | +26.62% | |
| Bank Of Montreal | 0.08% | 4,252,768 | $225,864,512 | $285,998,648 | +$60,134,136 | +26.62% | |
| Osaic Holdings, Inc. | 0.25% | 4,027,798 | $213,941,783 | $270,869,416 | +$56,927,633 | +26.61% | |
| Allen Investment Management, Llc | 2.36% | 3,392,957 | $208,666,875 | $228,176,358 | +$19,509,483 | +9.35% | |
| Bnp Paribas Financial Markets | 0.10% | 3,610,313 | $191,743,723 | $242,793,549 | +$51,049,826 | +26.62% | |
| Susquehanna International Group, Llp | 0.14% | 3,008,433 | $159,777,877 | $202,317,119 | +$42,539,242 | +26.62% | |
| Squarepoint Ops Llc | 0.29% | 2,817,819 | $149,654,367 | $189,498,328 | +$39,843,961 | +26.62% | |
| Hamilton Capital, Llc | 8.18% | 2,367,600 | $145,607,414 | $159,221,100 | +$13,613,686 | +9.35% | |
| Citigroup Inc | 0.07% | 2,714,640 | $144,174,506 | $182,559,540 | +$38,385,034 | +26.62% | |
| Millennium Management Llc | 0.10% | 2,693,397 | $143,046,315 | $181,130,948 | +$38,084,633 | +26.62% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,657,590 | $141,144,605 | $178,722,928 | +$37,578,323 | +26.62% | |
| Jane Street Group, Llc | 0.09% | 2,652,560 | $140,877,461 | $178,384,660 | +$37,507,199 | +26.62% | |
| Cetera Investment Advisers | 0.12% | 2,535,993 | $134,686,619 | $170,545,529 | +$35,858,910 | +26.62% | |
| Wealthfront Advisers Llc | 0.25% | 2,411,472 | $128,073,278 | $162,171,492 | +$34,098,214 | +26.62% | |
| Stifel Financial Corp | 0.10% | 2,263,630 | $120,222,906 | $152,229,118 | +$32,006,212 | +26.62% | |
| Hsbc Holdings Plc | 0.06% | 2,237,385 | $119,579,496 | $150,464,141 | +$30,884,645 | +25.83% | |
| Mufg Bank, Ltd. | 3.27% | 2,191,000 | $116,364,010 | $147,344,750 | +$30,980,740 | +26.62% | |
| Northern Trust Corp | 0.01% | 2,106,774 | $111,890,767 | $141,680,552 | +$29,789,785 | +26.62% | |
| Citadel Advisors Llc | 0.06% | 2,031,148 | $107,874,270 | $136,594,703 | +$28,720,433 | +26.62% | |
| Qube Research & Technologies Ltd | 0.12% | 2,002,260 | $106,340,029 | $134,651,985 | +$28,311,956 | +26.62% | |
| Cibc World Market Inc. | 0.18% | 1,985,004 | $105,423,562 | $133,491,519 | +$28,067,957 | +26.62% | |
| Focus Partners Wealth | 0.11% | 1,955,523 | $103,857,828 | $131,508,922 | +$27,651,094 | +26.62% | |
| Mml Investors Services, Llc | 0.21% | 1,953,117 | $103,730,055 | $131,347,118 | +$27,617,063 | +26.62% | |
| Commonwealth Equity Services, Llc | 0.13% | 1,603,079 | $98,589,380 | $107,807,063 | +$9,217,683 | +9.35% | |
| Main Management Etf Advisors, Llc | 2.98% | 1,853,850 | $98,458,000 | $124,671,413 | +$26,213,413 | +26.62% | |
| State Street Corp | 0.00% | 1,852,648 | $98,394,135 | $124,590,578 | +$26,196,443 | +26.62% | |
| Capital Investment Advisors, Llc | 1.28% | 1,585,020 | $97,478,709 | $106,592,595 | +$9,113,886 | +9.35% | |
| Pgim Custom Harvest Llc | 1.22% | 1,831,848 | $97,289,454 | $123,191,778 | +$25,902,324 | +26.62% | |
| Cornerstone Advisors, Llc | 2.98% | 1,702,048 | $90,395,769 | $114,462,728 | +$24,066,959 | +26.62% | |
| J.Safra Asset Management Corp | 3.79% | 1,417,907 | $87,201,254 | $95,354,246 | +$8,152,992 | +9.35% |
Frequently asked questions about XLE
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Who are the largest institutional holders of XLE?
The largest institutional holders of XLE reported in the latest SEC Form 13F filings include Bank Of America Corp , Morgan Stanley , Peakshares Llc , Jpmorgan Chase & Co , and Goldman Sachs Group Inc . InsiderSet ranks institutional holders by their latest reported XLE position.
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What is XLE institutional ownership?
This page tracks XLE positions reported by institutional investment managers through SEC Form 13F. ENERGY SELECT SECTOR SPDR (XLE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own XLE?
InsiderSet currently tracks 2,064 institutional managers reporting XLE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLE shareholders.
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How much XLE stock do institutions own?
Institutional investment managers disclosed approximately $25.50B in XLE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was XLE institutional ownership last updated?
The latest XLE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional XLE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLE position after the reporting date.
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Are institutions buying or selling XLE?
Institutional buying and selling can be analyzed by comparing XLE positions across consecutive 13F reporting periods. InsiderSet's XLE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLE ownership changes.
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How has XLE institutional ownership changed over time?
InsiderSet tracks XLE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.