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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Varma Mutual Pension Insurance Co, Bank Of America Corp, Wells Fargo & Company/Mn, Mirae Asset Global Investments Co., Ltd., and Provida Pension Fund Administrator.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+172+0.4%39,065$2.39MQ1 2026Oct 27, 2026
M&T Bank CorpBuy+46,896+953.4%51,815$3.17MQ1 2026Sep 04, 2026
Allie Family Office LlcSell-3,900-25.2%11,586$709.76KQ1 2026Sep 01, 2026
Provida Pension Fund AdministratorBuy+486,848—486,848$29.82MQ1 2026Aug 28, 2026
Vela Investment Management, LlcBuy+724—724$44.35KQ1 2026Aug 27, 2026
Dakota Wealth ManagementBuy+4,446+1.7%264,647$16.21MQ1 2026Aug 26, 2026
Boston Research & Management IncSell-945-1.2%74,733$4.58MQ1 2026Aug 26, 2026
Varma Mutual Pension Insurance CoBuy+14,067,185—14,067,185$861.76MQ1 2026Aug 13, 2026
Mirae Asset Global Investments Co., Ltd.Buy+557,421+1962.8%585,821$35.89MQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+24,612—24,612$1.51MQ1 2026Aug 07, 2026
Capital Advisor Network LlcBuy+15,569—15,569$953.76KQ1 2026Aug 06, 2026
Pickering Energy Partners LpBuy+5,000—5,000$306.30KQ1 2026Jul 23, 2026
Tortuga Wealth Management, IncSell-812-16.9%3,987$244.25KQ1 2026Jul 17, 2026
Verus Capital Partners, LlcSell-23,714-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnSell-2,074,339-10.2%18,187,318$1.11BQ1 2026Jul 08, 2026
Kerr Financial Planning CorpSell-2,987-23.8%9,555$552.50KQ1 2026Jul 01, 2026
Vilga Financial Planning LlcBuy+5,848—5,848$358.25KQ1 2026Jun 22, 2026
Cedrus Wealth Group LlcSell-357,945-100.0%0$0.00Q1 2026May 27, 2026
January Capital Advisors LlcBuy+35,746—35,746$2.19MQ1 2026May 20, 2026
Leigh Baldwin & Co., LlcBuy+6,195—6,195$379.51KQ1 2026May 20, 2026
Hobbs Group Advisors, LlcBuy+141+1.6%8,705$533.29KQ1 2026May 20, 2026
Soa Wealth Advisors, Llc.Buy+2+0.5%390$23.92KQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+19,133+19.7%116,172$7.12MQ1 2026May 19, 2026
Royal Fund Management, LlcSell-449-4.3%9,873$604.80KQ1 2026May 19, 2026
Mascagni Wealth Management, Inc.Buy+6+0.1%10,296$630.76KQ1 2026May 19, 2026
Mcilrath & Eck, LlcBuy+4+0.2%2,324$142.39KQ1 2026May 19, 2026
Bank Of America CorpSell-5,511,202-12.2%39,650,027$2.43BQ1 2026May 18, 2026
Edgestream Partners, L.P.Buy+31,851+178.6%49,684$3.04MQ1 2026May 18, 2026
Encore Global Management, LpBuy+27,400—27,400$1.68MQ1 2026May 18, 2026
Ifs Group,LlcBuy+5,081—5,081$311.29KQ1 2026May 18, 2026
Showing 30 of 1,993

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.