ENERGY SELECT SECTOR SPDR (XLE) Institutional Shareholders
ENERGY SELECT SECTOR SPDR (XLE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.89B in XLE holdings during the latest filing period.
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 $3.42B, representing an estimated gain of +21.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% 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
1,998
Total Reported Value
$24.89B
Largest Holder
Bank Of America Corp
Largest Position
$2.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
2
| 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 | $3,424,714,771 | +$596,436,073 | +21.09% | |
| Morgan Stanley | 0.08% | 29,181,455 | $1,549,827,221 | $1,876,659,371 | +$326,832,150 | +21.09% | |
| Peakshares Llc | 0.76% | 19,340 | $1,027,147,000 | $1,243,755 | -$1,025,903,245 | -99.88% | |
| Jpmorgan Chase & Co | 0.06% | 18,527,307 | $992,693,219 | $1,191,491,113 | +$198,797,894 | +20.03% | |
| Goldman Sachs Group Inc | 0.10% | 18,568,423 | $986,168,940 | $1,194,135,283 | +$207,966,343 | +21.09% | |
| Wells Fargo & Company/Mn | 0.16% | 17,004,305 | $903,098,626 | $1,093,546,855 | +$190,448,229 | +21.09% | |
| Varma Mutual Pension Insurance Co | 5.05% | 14,067,185 | $861,755,753 | $904,660,667 | +$42,904,914 | +4.98% | |
| Lpl Financial Llc | 0.18% | 15,224,241 | $808,559,347 | $979,070,939 | +$170,511,592 | +21.09% | |
| Ubs Group Ag | 0.10% | 11,619,661 | $617,120,196 | $747,260,399 | +$130,140,203 | +21.09% | |
| Envestnet Asset Management Inc | 0.09% | 7,561,300 | $401,580,635 | $486,267,203 | +$84,686,568 | +21.09% | |
| Ameriprise Financial Inc | 0.08% | 7,547,004 | $401,097,099 | $485,347,827 | +$84,250,728 | +21.01% | |
| D. E. Shaw & Co., Inc. | 0.25% | 7,531,605 | $400,003,542 | $484,357,518 | +$84,353,976 | +21.09% | |
| Royal Bank Of Canada | 0.06% | 6,938,422 | $368,500,000 | $446,209,919 | +$77,709,919 | +21.09% | |
| Menora Mivtachim Holdings Ltd. | 1.43% | 6,891,100 | $365,986,321 | $443,166,641 | +$77,180,320 | +21.09% | |
| Raymond James Financial Inc | 0.09% | 6,032,809 | $320,402,469 | $387,969,947 | +$67,567,478 | +21.09% | |
| Two Sigma Investments, Lp | 0.23% | 5,819,502 | $309,073,751 | $374,252,174 | +$65,178,423 | +21.09% | |
| Barclays Plc | 0.09% | 5,480,248 | $291,055,971 | $352,434,749 | +$61,378,778 | +21.09% | |
| Saudi Central Bank | 3.27% | 4,321,004 | $249,235,511 | $277,883,767 | +$28,648,256 | +11.49% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.56% | 4,589,946 | $243,772,032 | $295,179,427 | +$51,407,395 | +21.09% | |
| Factory Mutual Insurance Co | 2.22% | 4,450,445 | $236,363,134 | $286,208,118 | +$49,844,984 | +21.09% | |
| Caxton Associates Llp | 4.42% | 4,432,763 | $235,424,043 | $285,070,989 | +$49,646,946 | +21.09% | |
| Hamilton Capital, Llc | 11.57% | 4,398,711 | $233,615,524 | $282,881,104 | +$49,265,580 | +21.09% | |
| Bank Of Montreal | 0.08% | 4,252,768 | $225,864,512 | $273,495,510 | +$47,630,998 | +21.09% | |
| Osaic Holdings, Inc. | 0.25% | 4,027,798 | $213,941,783 | $259,027,689 | +$45,085,906 | +21.07% | |
| Bnp Paribas Financial Markets | 0.10% | 3,610,313 | $191,743,723 | $232,179,229 | +$40,435,506 | +21.09% | |
| Susquehanna International Group, Llp | 0.14% | 3,008,433 | $159,777,877 | $193,472,326 | +$33,694,449 | +21.09% | |
| Allen Investment Management, Llc | 1.83% | 2,900,688 | $154,055,557 | $186,543,245 | +$32,487,688 | +21.09% | |
| Squarepoint Ops Llc | 0.29% | 2,817,819 | $149,654,367 | $181,213,940 | +$31,559,573 | +21.09% | |
| Citigroup Inc | 0.07% | 2,714,640 | $144,174,506 | $174,578,498 | +$30,403,992 | +21.09% | |
| Millennium Management Llc | 0.10% | 2,693,397 | $143,046,315 | $173,212,361 | +$30,166,046 | +21.09% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,657,590 | $141,144,605 | $170,909,613 | +$29,765,008 | +21.09% | |
| Jane Street Group, Llc | 0.09% | 2,652,560 | $140,877,461 | $170,586,134 | +$29,708,673 | +21.09% | |
| Cetera Investment Advisers | 0.12% | 2,535,993 | $134,686,619 | $163,089,710 | +$28,403,091 | +21.09% | |
| Wealthfront Advisers Llc | 0.25% | 2,411,472 | $128,073,278 | $155,081,764 | +$27,008,486 | +21.09% | |
| Stifel Financial Corp | 0.10% | 2,263,630 | $120,222,906 | $145,574,045 | +$25,351,139 | +21.09% | |
| Hsbc Holdings Plc | 0.06% | 2,237,385 | $119,579,496 | $143,886,229 | +$24,306,733 | +20.33% | |
| Mufg Bank, Ltd. | 3.27% | 2,191,000 | $116,364,010 | $140,903,210 | +$24,539,200 | +21.09% | |
| Northern Trust Corp | 0.01% | 2,106,774 | $111,890,767 | $135,486,636 | +$23,595,869 | +21.09% | |
| Citadel Advisors Llc | 0.06% | 2,031,148 | $107,874,270 | $130,623,128 | +$22,748,858 | +21.09% | |
| Qube Research & Technologies Ltd | 0.12% | 2,002,260 | $106,340,029 | $128,765,341 | +$22,425,312 | +21.09% | |
| Cibc World Market Inc. | 0.18% | 1,985,004 | $105,423,562 | $127,655,607 | +$22,232,045 | +21.09% | |
| Focus Partners Wealth | 0.11% | 1,955,523 | $103,857,828 | $125,759,684 | +$21,901,856 | +21.09% | |
| Mml Investors Services, Llc | 0.21% | 1,953,117 | $103,730,055 | $125,604,954 | +$21,874,899 | +21.09% | |
| Main Management Etf Advisors, Llc | 2.98% | 1,853,850 | $98,458,000 | $119,221,094 | +$20,763,094 | +21.09% | |
| State Street Corp | 0.00% | 1,852,648 | $98,394,135 | $119,143,793 | +$20,749,658 | +21.09% | |
| Pgim Custom Harvest Llc | 1.22% | 1,831,848 | $97,289,454 | $117,806,145 | +$20,516,691 | +21.09% | |
| Cornerstone Advisors, Llc | 2.98% | 1,702,048 | $90,395,769 | $109,458,707 | +$19,062,938 | +21.09% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,665,143 | $88,435,722 | $107,085,346 | +$18,649,624 | +21.09% | |
| Assetmark, Inc | 0.15% | 1,634,072 | $86,785,579 | $105,087,170 | +$18,301,591 | +21.09% | |
| J.Safra Asset Management Corp | 3.95% | 1,616,362 | $85,844,977 | $103,948,240 | +$18,103,263 | +21.09% |
Frequently asked questions about XLE
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Who owns the most XLE stock?
The largest holders of XLE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ENERGY SELECT SECTOR SPDR (XLE).
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Is XLE widely held by superinvestors?
Many widely followed stocks like XLE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLE is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.