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 $25.80B 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 $2.43B in its March 31, 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 $2.32B, representing an estimated loss of -4.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed XLE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Goldman Sachs Group Inc, Morgan Stanley, 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
2,021
Total Reported Value
$25.80B
Largest Holder
Bank Of America Corp
Largest Position
$2.43B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.18% | 39,650,027 | $2,428,960,626 | $2,320,319,580 | -$108,641,046 | -4.47% | |
| Goldman Sachs Group Inc | 0.27% | 33,438,646 | $2,048,451,448 | $1,956,829,564 | -$91,621,884 | -4.47% | |
| Morgan Stanley | 0.12% | 32,617,347 | $1,998,138,777 | $1,908,767,146 | -$89,371,631 | -4.47% | |
| Wells Fargo & Company/Mn | 0.22% | 18,187,318 | $1,114,155,113 | $1,064,321,849 | -$49,833,264 | -4.47% | |
| Lpl Financial Llc | 0.25% | 15,447,428 | $946,309,347 | $903,983,487 | -$42,325,860 | -4.47% | |
| Ubs Group Ag | 0.16% | 14,472,789 | $886,603,054 | $846,947,612 | -$39,655,442 | -4.47% | |
| Varma Mutual Pension Insurance Co | 5.08% | 14,067,185 | $861,755,753 | $823,211,666 | -$38,544,087 | -4.47% | |
| Hamilton Capital, Llc | 15.02% | 11,612,225 | $590,459,346 | $679,547,407 | +$89,088,061 | +15.09% | |
| Menora Mivtachim Holdings Ltd. | 2.52% | 8,673,100 | $531,314,106 | $507,549,812 | -$23,764,294 | -4.47% | |
| Royal Bank Of Canada | 0.09% | 8,119,363 | $497,392,000 | $475,145,123 | -$22,246,877 | -4.47% | |
| Ameriprise Financial Inc | 0.09% | 6,576,825 | $403,717,815 | $384,875,799 | -$18,842,016 | -4.67% | |
| Envestnet Asset Management Inc | 0.09% | 7,561,300 | $401,580,635 | $442,487,276 | +$40,906,641 | +10.19% | |
| Barclays Plc | 0.14% | 6,476,444 | $396,746,959 | $379,001,503 | -$17,745,456 | -4.47% | |
| Bnp Paribas Financial Markets | 0.25% | 6,241,140 | $382,332,236 | $365,231,513 | -$17,100,723 | -4.47% | |
| Raymond James Financial Inc | 0.11% | 5,887,465 | $360,666,099 | $344,534,452 | -$16,131,647 | -4.47% | |
| Bank Of Montreal | 0.14% | 5,577,903 | $341,702,361 | $326,418,884 | -$15,283,477 | -4.47% | |
| Susquehanna International Group, Llp | 0.40% | 4,981,510 | $305,167,303 | $291,517,965 | -$13,649,338 | -4.47% | |
| Saudi Central Bank | 3.27% | 4,321,004 | $249,235,511 | $252,865,154 | +$3,629,643 | +1.46% | |
| Factory Mutual Insurance Co | 2.22% | 4,450,445 | $236,363,134 | $260,440,041 | +$24,076,907 | +10.19% | |
| Cibc World Market Inc. | 0.41% | 3,811,299 | $233,480,177 | $223,037,217 | -$10,442,960 | -4.47% | |
| Osaic Holdings, Inc. | 0.32% | 3,622,326 | $221,926,010 | $211,978,518 | -$9,947,492 | -4.48% | |
| Mizuho Bank, Ltd. | 54.38% | 3,280,000 | $200,932,800 | $191,945,600 | -$8,987,200 | -4.47% | |
| Focus Partners Wealth | 0.21% | 3,092,580 | $189,451,481 | $180,977,782 | -$8,473,699 | -4.47% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.27% | 2,701,000 | $165,463,260 | $158,062,520 | -$7,400,740 | -4.47% | |
| Charles Schwab Investment Management Inc | 0.03% | 2,689,336 | $164,748,723 | $157,379,943 | -$7,368,780 | -4.47% | |
| Wealthfront Advisers Llc | 0.33% | 2,483,501 | $152,139,271 | $145,334,479 | -$6,804,792 | -4.47% | |
| Cetera Investment Advisers | 0.16% | 2,450,864 | $150,139,925 | $143,424,561 | -$6,715,364 | -4.47% | |
| Schroder Investment Management Group | 0.12% | 2,392,565 | $148,243,328 | $140,012,904 | -$8,230,424 | -5.55% | |
| Allen Investment Management, Llc | 1.79% | 2,364,983 | $144,878,878 | $138,398,805 | -$6,480,073 | -4.47% | |
| Citigroup Inc | 0.07% | 2,714,640 | $144,174,506 | $158,860,733 | +$14,686,227 | +10.19% | |
| Northern Trust Corp | 0.02% | 2,161,565 | $132,417,472 | $126,494,784 | -$5,922,688 | -4.47% | |
| Stifel Financial Corp | 0.12% | 2,157,385 | $132,162,229 | $126,250,170 | -$5,912,059 | -4.47% | |
| Hightower Advisors, Llc | 0.13% | 2,010,195 | $123,145,364 | $117,636,611 | -$5,508,753 | -4.47% | |
| Quadrature Capital Ltd | 1.42% | 1,951,573 | $119,553,362 | $114,206,052 | -$5,347,310 | -4.47% | |
| Pgim Custom Harvest Llc | 1.74% | 1,821,657 | $111,594,741 | $106,603,368 | -$4,991,373 | -4.47% | |
| Cornerstone Advisors, Llc | 4.00% | 1,776,143 | $108,806,520 | $103,939,888 | -$4,866,632 | -4.47% | |
| J.Safra Asset Management Corp | 5.33% | 1,615,019 | $98,936,038 | $94,510,912 | -$4,425,126 | -4.47% | |
| Capital Investment Advisors, Llc | 1.53% | 1,561,870 | $95,680,134 | $91,400,632 | -$4,279,502 | -4.47% | |
| Phoenix Financial Ltd. | 0.89% | 1,530,654 | $93,767,864 | $89,573,872 | -$4,193,992 | -4.47% | |
| Steward Partners Investment Advisory, Llc | 0.48% | 1,522,713 | $93,281,390 | $89,109,165 | -$4,172,225 | -4.47% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,665,143 | $88,435,722 | $97,444,168 | +$9,008,446 | +10.19% | |
| Rockefeller Capital Management L.P. | 0.16% | 1,436,875 | $88,023,095 | $84,085,925 | -$3,937,170 | -4.47% | |
| Marshall Wace, Llp | 0.09% | 1,424,284 | $87,251,638 | $83,349,100 | -$3,902,538 | -4.47% | |
| Assetmark, Inc | 0.15% | 1,634,072 | $86,785,579 | $95,625,893 | +$8,840,314 | +10.19% | |
| Optiver Holding B.V. | 3.19% | 1,377,208 | $84,367,762 | $80,594,212 | -$3,773,550 | -4.47% | |
| Mml Investors Services, Llc | 0.23% | 1,349,399 | $82,664,203 | $78,966,829 | -$3,697,374 | -4.47% | |
| Cwm, Llc | 0.22% | 1,342,139 | $82,219,410 | $78,541,974 | -$3,677,436 | -4.47% | |
| Tidal Investments Llc | 0.25% | 1,314,429 | $80,538,262 | $76,920,385 | -$3,617,877 | -4.49% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.68% | 1,282,511 | $78,566,624 | $75,052,544 | -$3,514,080 | -4.47% | |
| Ep Wealth Advisors, Llc | 0.38% | 1,271,555 | $77,895,433 | $74,411,399 | -$3,484,034 | -4.47% |
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.