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